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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 | $266,756 | $209,425+27.4% | $178,499+49.4% | $158,966+67.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.59% | 188.80%-187.2pp | 151.10%-149.5pp | 302.95%-301.4pp |
| Employer contribution / active EE | $8,000 | $5,707+40.2% | $5,011+59.6% | $4,762+68.0% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $11,906 | $17,078-30.3% | $13,986-14.9% | $11,250+5.8% |