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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 | $614,882 | $25,014+2358.2% | $69,701+782.2% | $80,874+660.3% |
| Participation rate | 93.3% | 64.2%+29.1pp | 66.4%+26.9pp | 67.6%+25.7pp |
| Annual return | 1.69% | 19.07%-17.4pp | 100.32%-98.6pp | 35.62%-33.9pp |
| Employer contribution / active EE | $19,097 | $993+1823.1% | $1,713+1014.6% | $2,756+593.0% |
| Participant deferral / active EE | $0 | $1,839-100.0% | $2,887-100.0% | $4,297-100.0% |
| Admin fee / account holder | $17,975 | $2,488+622.5% | $4,717+281.1% | $6,935+159.2% |