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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 | $319,515 | $223,823+42.8% | $211,142+51.3% | $154,746+106.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 3.89% | 50.39%-46.5pp | 46.84%-42.9pp | 172.34%-168.4pp |
| Employer contribution / active EE | $55,000 | $6,787+710.4% | $6,442+753.7% | $4,379+1156.0% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,533,090 | $19,707+7679.4% | $19,076+7936.8% | $14,365+10572.2% |