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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 | $252,026 | $121,677+107.1% | $104,625+140.9% | $158,966+58.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 2.49% | 465.58%-463.1pp | 340.60%-338.1pp | 302.95%-300.5pp |
| Employer contribution / active EE | $23,520 | $3,165+643.1% | $2,681+777.1% | $4,762+393.9% |
| Participant deferral / active EE | $0 | $4,175-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,360 | $7,777-5.4% | $6,465+13.8% | $11,250-34.6% |