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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 | $296,258 | $104,251+184.2% | $91,004+225.5% | $147,586+100.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 6.50% | 27.06%-20.6pp | 4.60%+1.9pp | 578.59%-572.1pp |
| Employer contribution / active EE | $19,485 | $3,116+525.4% | $2,456+693.5% | $4,876+299.6% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $19,139 | $8,948+113.9% | $5,417+253.3% | $10,886+75.8% |