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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 | $294,588 | $60,349+388.1% | $74,184+297.1% | $62,881+368.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 4.02% | 21.38%-17.4pp | 17.74%-13.7pp | 20.14%-16.1pp |
| Employer contribution / active EE | $5,851 | $1,680+248.2% | $2,370+146.9% | $2,281+156.5% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $13,154 | $4,261+208.7% | $5,586+135.5% | $4,296+206.2% |