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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 | $255,719 | $117,433+117.8% | $99,475+157.1% | $152,897+67.2% |
| Participation rate | 94.4% | 77.5%+16.9pp | 73.8%+20.6pp | 82.5%+12.0pp |
| Annual return | 2.15% | 31.87%-29.7pp | 30.72%-28.6pp | 345.43%-343.3pp |
| Employer contribution / active EE | $24,524 | $3,013+713.9% | $2,540+865.5% | $4,764+414.8% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,425 | $7,634-81.3% | $6,252-77.2% | $11,599-87.7% |