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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 | $792,341 | $99,345+697.6% | $84,753+834.9% | $273,972+189.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.26% | 22.93%-21.7pp | 22.78%-21.5pp | 41.46%-40.2pp |
| Employer contribution / active EE | $16,567 | $4,214+293.1% | $3,574+363.5% | $4,869+240.3% |
| Participant deferral / active EE | $1,021 | $4,270-76.1% | $3,712-72.5% | $5,287-80.7% |
| Admin fee / account holder | $17,621 | $6,645+165.2% | $5,333+230.4% | $10,133+73.9% |