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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 | $350,748 | $60,349+481.2% | $74,184+372.8% | $62,881+457.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -1.14% | 21.38%-22.5pp | 17.74%-18.9pp | 20.14%-21.3pp |
| Employer contribution / active EE | $6,667 | $1,680+296.8% | $2,370+181.3% | $2,281+192.3% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $52,439 | $4,261+1130.7% | $5,586+838.8% | $4,296+1120.7% |