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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 | $435,728 | $48,053+806.8% | $84,628+414.9% | $72,975+497.1% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 10.24% | 37.39%-27.1pp | 258.80%-248.6pp | 81.01%-70.8pp |
| Employer contribution / active EE | $15,023 | $1,602+837.9% | $2,653+466.3% | $2,440+515.7% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,900-100.0% | $3,608-100.0% |
| Admin fee / account holder | $10,996 | $3,395+223.8% | $4,914+123.8% | $5,124+114.6% |