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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 | $370,054 | $159,978+131.3% | $147,041+151.7% | $145,978+153.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.77% | 98.36%-90.6pp | 419.21%-411.4pp | 550.52%-542.7pp |
| Employer contribution / active EE | $16,229 | $5,288+206.9% | $4,935+228.8% | $4,662+248.1% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $14,864 | $15,053-1.3% | $13,006+14.3% | $13,400+10.9% |