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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 | $508,950 | $53,774+846.5% | $134,162+279.4% | $79,856+537.3% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 3.40% | 19.01%-15.6pp | 36.35%-32.9pp | 31.71%-28.3pp |
| Employer contribution / active EE | $14,400 | $1,322+989.6% | $3,705+288.7% | $2,471+482.7% |
| Participant deferral / active EE | $0 | $2,420-100.0% | $3,500-100.0% | $3,741-100.0% |
| Admin fee / account holder | $20,176 | $3,985+406.3% | $6,685+201.8% | $5,306+280.2% |