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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 | $297,516 | $65,364+355.2% | $92,909+220.2% | $72,975+307.7% |
| Participation rate | 97.8% | 68.3%+29.5pp | 76.0%+21.8pp | 69.5%+28.3pp |
| Annual return | 5.60% | 42.11%-36.5pp | 109.44%-103.8pp | 81.01%-75.4pp |
| Employer contribution / active EE | $22,609 | $2,594+771.5% | $3,653+518.8% | $2,440+826.6% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $22,482 | $4,251+428.8% | $5,795+288.0% | $5,124+338.8% |