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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 | $289,577 | $160,028+81.0% | $147,080+96.9% | $145,884+98.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.83% | 98.60%-93.8pp | 420.17%-415.3pp | 551.85%-547.0pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,459 | $8,422-82.7% | $8,066-81.9% | $6,690-78.2% |
| Admin fee / account holder | $12,935 | $15,030-13.9% | $12,989-0.4% | $13,392-3.4% |