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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 | $324,488 | $150,447+115.7% | $136,298+138.1% | $147,586+119.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.70% | 1049.15%-1040.5pp | 5156.27%-5147.6pp | 578.59%-569.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,360 | $6,631-79.5% | $6,247-78.2% | $5,439-75.0% |
| Admin fee / account holder | $9,845 | $10,906-9.7% | $9,244+6.5% | $10,886-9.6% |