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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 | $397,011 | $72,486+447.7% | $87,103+355.8% | $72,976+444.0% |
| Participation rate | 91.9% | 72.8%+19.1pp | 76.9%+15.1pp | 69.5%+22.4pp |
| Annual return | 0.46% | 24.46%-24.0pp | 28.19%-27.7pp | 81.02%-80.6pp |
| Employer contribution / active EE | $18,754 | $1,894+890.2% | $2,521+643.8% | $2,440+668.6% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $18,602 | $5,055+268.0% | $7,491+148.3% | $5,124+263.0% |