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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 | $250,543 | $227,291+10.2% | $214,702+16.7% | $155,188+61.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 3.23% | 60.08%-56.8pp | 54.55%-51.3pp | 148.84%-145.6pp |
| Employer contribution / active EE | $27,306 | $6,772+303.2% | $6,461+322.6% | $4,248+542.8% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $4,251 | $20,413-79.2% | $19,830-78.6% | $14,480-70.6% |