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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 | $427,761 | $85,171+402.2% | $172,753+147.6% | $72,976+486.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 1.77% | 27.32%-25.5pp | 803.00%-801.2pp | 81.02%-79.2pp |
| Employer contribution / active EE | $13,389 | $3,324+302.8% | $5,144+160.3% | $2,440+448.7% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $63,633 | $5,880+982.1% | $13,956+356.0% | $5,124+1141.8% |