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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 | $332,018 | $111,535+197.7% | $105,223+215.5% | $137,256+141.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 5.17% | 237.85%-232.7pp | 180.65%-175.5pp | 220.34%-215.2pp |
| Employer contribution / active EE | $3,074 | $3,939-22.0% | $3,689-16.7% | $4,156-26.0% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $10,084 | $9,721+3.7% | $8,859+13.8% | $12,270-17.8% |