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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 | $388,989 | $50,554+669.5% | $67,681+474.7% | $87,485+344.6% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 10.28% | 17.81%-7.5pp | 590.58%-580.3pp | 26.06%-15.8pp |
| Employer contribution / active EE | $22,961 | $1,988+1054.7% | $2,678+757.3% | $2,596+784.4% |
| Participant deferral / active EE | $563 | $2,961-81.0% | $3,976-85.8% | $4,274-86.8% |
| Admin fee / account holder | $45,760 | $4,132+1007.3% | $6,100+650.2% | $7,775+488.6% |