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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 | $384,873 | $197,637+94.7% | $177,848+116.4% | $158,982+142.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 2.42% | 58.77%-56.3pp | 48.33%-45.9pp | 302.99%-300.6pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $240 | $8,405-97.1% | $7,714-96.9% | $5,983-96.0% |
| Admin fee / account holder | $470 | $15,406-96.9% | $12,431-96.2% | $11,252-95.8% |