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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 | $696,405 | $76,551+809.7% | $123,894+462.1% | $62,881+1007.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | -13.14% | 18.68%-31.8pp | 47.52%-60.7pp | 20.14%-33.3pp |
| Employer contribution / active EE | $15,717 | $2,882+445.3% | $4,617+240.4% | $2,281+589.1% |
| Participant deferral / active EE | $111 | $4,840-97.7% | $5,984-98.1% | $3,203-96.5% |
| Admin fee / account holder | $154,398 | $4,826+3099.4% | $8,357+1747.5% | $4,296+3494.2% |