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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 | $496,273 | $115,917+328.1% | $100,535+393.6% | $158,982+212.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | -0.43% | 34.80%-35.2pp | 30.90%-31.3pp | 302.99%-303.4pp |
| Employer contribution / active EE | $14,000 | $4,105+241.0% | $3,419+309.5% | $4,763+193.9% |
| Participant deferral / active EE | $0 | $6,677-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,230 | $11,002-52.5% | $8,085-35.3% | $11,252-53.5% |