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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $284,544 | $159,934+77.9% | $147,005+93.6% | $145,959+94.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.70% | 98.24%-94.5pp | 418.76%-415.1pp | 561.95%-558.3pp |
| Employer contribution / active EE | $12,000 | $5,287+127.0% | $4,934+143.2% | $4,661+157.5% |
| Participant deferral / active EE | $2,400 | $8,427-71.5% | $8,070-70.3% | $6,689-64.1% |
| Admin fee / account holder | $31,345 | $15,053+108.2% | $13,006+141.0% | $13,398+134.0% |