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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 | $284,940 | $111,814+154.8% | $103,378+175.6% | $145,978+95.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 3.78% | 24.80%-21.0pp | 24.91%-21.1pp | 550.52%-546.7pp |
| Employer contribution / active EE | $49,731 | $4,215+1079.8% | $3,870+1184.9% | $4,662+966.8% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $500,344 | $9,764+5024.4% | $8,401+5855.9% | $13,400+3633.8% |