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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 | $682,283 | $77,460+780.8% | $100,378+579.7% | $80,925+743.1% |
| Participation rate | 95.6% | 76.9%+18.6pp | 81.5%+14.0pp | 67.7%+27.9pp |
| Annual return | -0.11% | 37.24%-37.3pp | 49.41%-49.5pp | 35.65%-35.8pp |
| Employer contribution / active EE | $31,896 | $2,801+1038.7% | $3,942+709.1% | $2,756+1057.2% |
| Participant deferral / active EE | $0 | $6,818-100.0% | $8,087-100.0% | $4,299-100.0% |
| Admin fee / account holder | $22,316 | $5,887+279.1% | $7,899+182.5% | $6,940+221.5% |