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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 | $282,881 | $110,248+156.6% | $95,728+195.5% | $139,456+102.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 1.86% | 27.16%-25.3pp | 28.40%-26.5pp | 373.45%-371.6pp |
| Employer contribution / active EE | $24,830 | $3,258+662.0% | $2,835+775.9% | $4,753+422.5% |
| Participant deferral / active EE | $0 | $4,675-100.0% | $4,245-100.0% | $6,711-100.0% |
| Admin fee / account holder | $24,896 | $6,607+276.8% | $5,673+338.9% | $11,407+118.2% |