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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 | $582,455 | $123,478+371.7% | $216,567+168.9% | $94,015+519.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 81.6%+18.4pp | 70.8%+29.2pp |
| Annual return | -0.27% | 23.61%-23.9pp | 12.94%-13.2pp | 17.84%-18.1pp |
| Employer contribution / active EE | $30,081 | $3,136+859.3% | $5,216+476.7% | $2,790+978.1% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $6,191-100.0% | $4,249-100.0% |
| Admin fee / account holder | $35,552 | $12,753+178.8% | $21,981+61.7% | $8,951+297.2% |