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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 | $463,486 | $215,361+115.2% | $171,082+170.9% | $273,972+69.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -1.09% | 25.14%-26.2pp | 32.56%-33.6pp | 41.46%-42.5pp |
| Employer contribution / active EE | $20,492 | $4,967+312.6% | $4,002+412.0% | $4,869+320.9% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $864 | $10,846-92.0% | $8,520-89.9% | $10,133-91.5% |