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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 | $394,854 | $226,090+74.6% | $182,531+116.3% | $152,885+158.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 0.75% | 192.57%-191.8pp | 148.57%-147.8pp | 345.39%-344.6pp |
| Employer contribution / active EE | $11,083 | $4,978+122.6% | $4,075+172.0% | $4,763+132.7% |
| Participant deferral / active EE | $0 | $6,369-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $32,767 | $10,705+206.1% | $8,593+281.3% | $11,598+182.5% |