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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 | $404,421 | $77,449+422.2% | $69,483+482.0% | $152,909+164.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 1.41% | 39.09%-37.7pp | 28.99%-27.6pp | 345.46%-344.1pp |
| Employer contribution / active EE | $4,763 | $3,316+43.6% | $2,780+71.3% | $4,7640% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,851-100.0% |
| Admin fee / account holder | $14,799 | $6,210+138.3% | $3,841+285.3% | $11,601+27.6% |