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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 | $358,185 | $159,978+123.9% | $147,041+143.6% | $145,978+145.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.75% | 98.36%-89.6pp | 419.21%-410.5pp | 550.52%-541.8pp |
| Employer contribution / active EE | $3,000 | $5,288-43.3% | $4,935-39.2% | $4,662-35.6% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,603 | $15,053-82.7% | $13,006-80.0% | $13,400-80.6% |