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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 | $332,913 | $160,040+108.0% | $147,096+126.3% | $145,877+128.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.50% | 98.49%-92.0pp | 419.75%-413.2pp | 551.28%-544.8pp |
| Employer contribution / active EE | $3,610 | $5,289-31.8% | $4,936-26.9% | $4,663-22.6% |
| Participant deferral / active EE | $877 | $8,429-89.6% | $8,071-89.1% | $6,691-86.9% |
| Admin fee / account holder | $34,704 | $15,050+130.6% | $13,005+166.8% | $13,402+158.9% |