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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 | $550,003 | $103,393+432.0% | $87,103+531.4% | $152,909+259.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 0.28% | 28.10%-27.8pp | 28.19%-27.9pp | 345.46%-345.2pp |
| Employer contribution / active EE | $25,148 | $3,221+680.7% | $2,521+897.4% | $4,764+427.9% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,371 | $12,195-72.4% | $7,491-55.0% | $11,601-70.9% |