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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 | $447,547 | $202,345+121.2% | $172,755+159.1% | $152,885+192.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 0.24% | 1029.77%-1029.5pp | 802.94%-802.7pp | 345.39%-345.2pp |
| Employer contribution / active EE | $34,417 | $5,858+487.5% | $5,144+569.0% | $4,763+622.6% |
| Participant deferral / active EE | $1,273 | $5,948-78.6% | $5,198-75.5% | $5,851-78.2% |
| Admin fee / account holder | $261,852 | $17,111+1430.4% | $13,955+1776.4% | $11,598+2157.7% |