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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 | $603,590 | $81,476+640.8% | $102,383+489.5% | $80,925+645.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 3.58% | 25.59%-22.0pp | 24.94%-21.4pp | 35.65%-32.1pp |
| Employer contribution / active EE | $26,410 | $3,105+750.6% | $3,870+582.4% | $2,756+858.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $79,098 | $6,717+1077.5% | $8,391+842.6% | $6,940+1039.7% |