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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 | $326,992 | $154,193+112.1% | $130,045+151.4% | $139,466+134.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 8.98% | 32.51%-23.5pp | -137.30%+146.3pp | 373.66%-364.7pp |
| Employer contribution / active EE | $5,357 | $5,292+1.2% | $4,321+24.0% | $4,754+12.7% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $25,317 | $13,989+81.0% | $10,600+138.8% | $11,409+121.9% |