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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 | $81,446+641.1% | $103,374+483.9% | $80,874+646.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 3.58% | 25.57%-22.0pp | 24.89%-21.3pp | 35.62%-32.0pp |
| Employer contribution / active EE | $26,410 | $3,107+750.0% | $3,869+582.5% | $2,756+858.4% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $79,098 | $6,715+1078.0% | $8,394+842.3% | $6,935+1040.5% |