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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 | $385,824 | $110,212+250.1% | $96,534+299.7% | $139,466+176.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 1.16% | 26.42%-25.3pp | 25.88%-24.7pp | 373.66%-372.5pp |
| Employer contribution / active EE | $1,000 | $3,620-72.4% | $2,965-66.3% | $4,754-79.0% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,712-100.0% |
| Admin fee / account holder | $17,851 | $11,599+53.9% | $8,253+116.3% | $11,409+56.5% |