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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 | $656,529 | $88,370+642.9% | $112,977+481.1% | $79,856+722.1% |
| Participation rate | 96.8% | 76.8%+20.0pp | 82.6%+14.2pp | 69.6%+27.1pp |
| Annual return | -1.79% | 23.16%-24.9pp | 24.24%-26.0pp | 31.71%-33.5pp |
| Employer contribution / active EE | $30,590 | $3,398+800.3% | $4,255+619.0% | $2,471+1137.8% |
| Participant deferral / active EE | $0 | $4,536-100.0% | $5,836-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,246 | $5,750-43.6% | $6,294-48.4% | $5,306-38.8% |