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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 | $496,782 | $171,492+189.7% | $150,734+229.6% | $198,609+150.1% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 0.26% | 804.70%-804.4pp | 600.81%-600.5pp | 202.70%-202.4pp |
| Employer contribution / active EE | $23,159 | $5,470+323.4% | $4,918+370.9% | $5,055+358.1% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $104,964 | $17,628+495.4% | $14,905+604.2% | $19,030+451.6% |