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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 | $276,651 | $72,486+281.7% | $87,103+217.6% | $72,976+279.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 6.94% | 24.46%-17.5pp | 28.19%-21.2pp | 81.02%-74.1pp |
| Employer contribution / active EE | $15,769 | $1,894+732.6% | $2,521+525.4% | $2,440+546.3% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $17,947 | $5,055+255.1% | $7,491+139.6% | $5,124+250.2% |