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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 | $496,471 | $153,769+222.9% | $133,975+270.6% | $273,972+81.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -6.12% | 36.51%-42.6pp | 29.29%-35.4pp | 41.46%-47.6pp |
| Employer contribution / active EE | $32,272 | $6,029+435.3% | $5,211+519.3% | $4,869+562.8% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $20,080 | $11,765+70.7% | $9,324+115.3% | $10,133+98.2% |