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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 | $309,114 | $209,422+47.6% | $178,503+73.2% | $158,982+94.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.37% | 188.81%-187.4pp | 151.12%-149.7pp | 302.99%-301.6pp |
| Employer contribution / active EE | $1,479 | $5,707-74.1% | $5,011-70.5% | $4,763-69.0% |
| Participant deferral / active EE | $1,848 | $5,955-69.0% | $5,202-64.5% | $5,983-69.1% |
| Admin fee / account holder | $11,036 | $17,079-35.4% | $13,987-21.1% | $11,252-1.9% |