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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 | $446,880 | $103,387+332.2% | $87,102+413.1% | $152,885+192.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 4.95% | 28.10%-23.2pp | 28.19%-23.2pp | 345.39%-340.4pp |
| Employer contribution / active EE | $31,958 | $3,221+892.3% | $2,521+1167.5% | $4,763+571.0% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $231,771 | $12,193+1800.8% | $7,491+2994.1% | $11,598+1898.4% |