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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 | $412,443 | $49,249+737.5% | $70,476+485.2% | $79,852+416.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 3.58% | 30.09%-26.5pp | 109.12%-105.5pp | 31.72%-28.1pp |
| Employer contribution / active EE | $17,851 | $2,100+749.9% | $2,738+552.0% | $2,471+622.4% |
| Participant deferral / active EE | $405 | $2,769-85.4% | $3,710-89.1% | $3,740-89.2% |
| Admin fee / account holder | $29,512 | $2,878+925.4% | $3,847+667.2% | $5,306+456.2% |