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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 | $350,572 | $105,623+231.9% | $87,502+300.6% | $273,972+28.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | -0.49% | 12.26%-12.8pp | 12.21%-12.7pp | 41.46%-41.9pp |
| Employer contribution / active EE | $13,748 | $3,141+337.8% | $2,550+439.2% | $4,869+182.4% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,478 | $4,781-69.1% | $4,221-65.0% | $10,133-85.4% |