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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 | $676,188 | $116,190+482.0% | $93,614+622.3% | $152,885+342.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 5.00% | 35.96%-31.0pp | 32.76%-27.8pp | 345.39%-340.4pp |
| Employer contribution / active EE | $39,027 | $3,219+1112.5% | $2,718+1335.7% | $4,763+719.4% |
| Participant deferral / active EE | $0 | $4,604-100.0% | $4,069-100.0% | $5,851-100.0% |
| Admin fee / account holder | $326,720 | $10,749+2939.5% | $7,889+4041.4% | $11,598+2717.0% |