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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 | $78,423+406.2% | $95,964+313.7% | $79,856+397.2% |
| Participation rate | 91.9% | 73.5%+18.4pp | 77.1%+14.9pp | 69.6%+22.3pp |
| Annual return | 0.46% | 19.37%-18.9pp | 91.64%-91.2pp | 31.71%-31.3pp |
| Employer contribution / active EE | $18,754 | $1,945+864.0% | $2,541+638.0% | $2,471+658.9% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $18,602 | $5,622+230.9% | $6,797+173.7% | $5,306+250.5% |