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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 | $387,068 | $83,485+363.6% | $125,195+209.2% | $72,976+430.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 4.23% | 25.77%-21.5pp | 43.79%-39.6pp | 81.02%-76.8pp |
| Employer contribution / active EE | $14,766 | $2,346+529.5% | $3,866+281.9% | $2,440+505.2% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $120,514 | $5,518+2084.1% | $9,704+1141.9% | $5,124+2251.9% |