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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 | $720,094 | $81,446+784.1% | $103,374+596.6% | $80,874+790.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 9.01% | 25.57%-16.6pp | 24.89%-15.9pp | 35.62%-26.6pp |
| Employer contribution / active EE | $22,650 | $3,107+629.0% | $3,869+485.4% | $2,756+722.0% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $123,389 | $6,715+1737.6% | $8,394+1370.0% | $6,935+1679.2% |