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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 | $324,166 | $62,592+417.9% | $85,709+278.2% | $85,847+277.6% |
| Participation rate | 95.1% | 61.1%+34.0pp | 69.9%+25.3pp | 69.3%+25.8pp |
| Annual return | 1.34% | 23.77%-22.4pp | 21.49%-20.2pp | 318.61%-317.3pp |
| Employer contribution / active EE | $11,870 | $1,755+576.2% | $2,619+353.3% | $2,565+362.7% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,924-100.0% | $3,952-100.0% |
| Admin fee / account holder | $9,136 | $4,643+96.8% | $6,876+32.9% | $6,261+45.9% |