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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 | $319,465 | $178,174+79.3% | $156,181+104.5% | $137,256+132.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 7.46% | 84.19%-76.7pp | 64.87%-57.4pp | 220.34%-212.9pp |
| Employer contribution / active EE | $10,330 | $4,972+107.8% | $4,294+140.6% | $4,156+148.5% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $9,355 | $17,404-46.2% | $14,586-35.9% | $12,270-23.8% |