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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 | $297,138 | $72,492+309.9% | $87,102+241.1% | $72,983+307.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 11.97% | 24.46%-12.5pp | 28.19%-16.2pp | 81.01%-69.0pp |
| Employer contribution / active EE | $10,884 | $1,894+474.7% | $2,521+331.7% | $2,440+346.1% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,048-100.0% | $3,608-100.0% |
| Admin fee / account holder | $611 | $5,055-87.9% | $7,491-91.8% | $5,124-88.1% |