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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 | $297,370 | $135,956+118.7% | $123,894+140.0% | $273,972+8.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.67% | 56.63%-56.0pp | 47.52%-46.8pp | 41.46%-40.8pp |
| Employer contribution / active EE | $8,902 | $5,170+72.2% | $4,617+92.8% | $4,869+82.8% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $11,913 | $9,817+21.3% | $8,357+42.6% | $10,133+17.6% |