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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 | $353,333 | $78,670+349.1% | $109,173+223.6% | $85,847+311.6% |
| Participation rate | 96.7% | 68.3%+28.4pp | 75.9%+20.8pp | 69.3%+27.3pp |
| Annual return | 1.76% | 25.09%-23.3pp | 25.75%-24.0pp | 318.61%-316.8pp |
| Employer contribution / active EE | $963 | $2,734-64.8% | $3,723-74.1% | $2,565-62.5% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $745 | $5,469-86.4% | $6,755-89.0% | $6,261-88.1% |