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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 | $2,165,792 | $146,267+1380.7% | $197,124+998.7% | $82,448+2526.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 6.43% | 29.61%-23.2pp | 44.34%-37.9pp | 41.64%-35.2pp |
| Employer contribution / active EE | $57,495 | $4,723+1117.3% | $6,227+823.3% | $2,551+2153.9% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $28,407 | $14,422+97.0% | $16,298+74.3% | $7,234+292.7% |