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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 | $357,652 | $197,625+81.0% | $177,840+101.1% | $158,966+125.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -0.21% | 58.76%-59.0pp | 48.32%-48.5pp | 302.95%-303.2pp |
| Employer contribution / active EE | $76,000 | $6,698+1034.7% | $5,919+1184.1% | $4,762+1495.8% |
| Participant deferral / active EE | $667 | $8,405-92.1% | $7,714-91.4% | $5,983-88.9% |
| Admin fee / account holder | $411,813 | $15,405+2573.2% | $12,431+3212.9% | $11,250+3560.6% |