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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 | $357,957 | $171,867+108.3% | $149,716+139.1% | $147,585+142.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 2.86% | 2113.36%-2110.5pp | 1501.67%-1498.8pp | 578.58%-575.7pp |
| Employer contribution / active EE | $15,625 | $6,275+149.0% | $5,444+187.0% | $4,876+220.4% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,091 | $13,799-70.4% | $11,282-63.7% | $10,886-62.4% |