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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 | $785,120 | $181,896+331.6% | $156,551+401.5% | $273,972+186.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.30% | 30.74%-28.4pp | 32.23%-29.9pp | 41.46%-39.2pp |
| Employer contribution / active EE | $23,658 | $6,248+278.6% | $5,501+330.0% | $4,869+385.9% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,262 | $15,560-66.2% | $13,028-59.6% | $10,133-48.1% |