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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 | $258,890 | $227,291+13.9% | $214,702+20.6% | $155,188+66.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 4.20% | 60.08%-55.9pp | 54.55%-50.4pp | 148.84%-144.6pp |
| Employer contribution / active EE | $7,384 | $6,772+9.0% | $6,461+14.3% | $4,248+73.8% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $809 | $20,413-96.0% | $19,830-95.9% | $14,480-94.4% |