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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+2358.1% | $69,623+783.2% | $80,935+659.7% |
| Participation rate | 93.3% | 64.2%+29.1pp | 66.4%+26.9pp | 67.7%+25.7pp |
| Annual return | 1.69% | 19.08%-17.4pp | 101.23%-99.5pp | 35.66%-34.0pp |
| Employer contribution / active EE | $19,097 | $991+1826.5% | $1,709+1017.5% | $2,757+592.7% |
| Participant deferral / active EE | $0 | $1,840-100.0% | $2,890-100.0% | $4,299-100.0% |
| Admin fee / account holder | $17,975 | $2,491+621.6% | $4,696+282.8% | $6,924+159.6% |