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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 | $681,336 | $135,956+401.1% | $123,894+449.9% | $273,972+148.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2.21% | 56.63%-54.4pp | 47.52%-45.3pp | 41.46%-39.2pp |
| Employer contribution / active EE | $8,527 | $5,170+64.9% | $4,617+84.7% | $4,869+75.1% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $33,373 | $9,817+239.9% | $8,357+299.3% | $10,133+229.4% |