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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 | $318,136 | $148,623+114.1% | $135,974+134.0% | $139,466+128.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.68% | 79.30%-67.6pp | 68.30%-56.6pp | 373.66%-362.0pp |
| Employer contribution / active EE | $5,966 | $5,246+13.7% | $4,859+22.8% | $4,754+25.5% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,487 | $12,406-88.0% | $10,767-86.2% | $11,409-87.0% |