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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 | $341,374 | $209,336+63.1% | $197,124+73.2% | $137,256+148.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 1.34% | 48.09%-46.7pp | 44.34%-43.0pp | 220.34%-219.0pp |
| Employer contribution / active EE | $22,250 | $6,591+237.6% | $6,227+257.3% | $4,156+435.4% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,220 | $17,308-69.8% | $16,298-68.0% | $12,270-57.5% |