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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 | $292,104 | $60,349+384.0% | $74,184+293.8% | $62,881+364.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -1.57% | 21.38%-22.9pp | 17.74%-19.3pp | 20.14%-21.7pp |
| Employer contribution / active EE | $1,613 | $1,680-4.0% | $2,370-31.9% | $2,281-29.3% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,336 | $4,261-45.2% | $5,586-58.2% | $4,296-45.6% |