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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 | $274,780 | $202,342+35.8% | $172,753+59.1% | $152,909+79.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 1.75% | 1029.88%-1028.1pp | 803.00%-801.2pp | 345.46%-343.7pp |
| Employer contribution / active EE | $8,619 | $5,857+47.1% | $5,144+67.5% | $4,764+80.9% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $11,101 | $17,112-35.1% | $13,956-20.5% | $11,601-4.3% |