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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 | $312,983 | $150,447+108.0% | $136,298+129.6% | $147,586+112.1% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 7.24% | 1049.15%-1041.9pp | 5156.27%-5149.0pp | 578.59%-571.4pp |
| Employer contribution / active EE | $25,000 | $5,256+375.6% | $4,696+432.4% | $4,876+412.7% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $223,576 | $10,906+1950.0% | $9,244+2318.6% | $10,886+1953.8% |