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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 | $371,373 | $96,731+283.9% | $123,973+199.6% | $86,983+326.9% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 8.98% | 17.33%-8.3pp | 388.13%-379.1pp | 25.83%-16.9pp |
| Employer contribution / active EE | $28,161 | $3,297+754.1% | $4,126+582.6% | $2,584+989.6% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $4,808 | $8,722-44.9% | $11,799-59.3% | $7,856-38.8% |