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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 | $388,989 | $47,479+719.3% | $62,929+518.1% | $82,448+371.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 10.28% | 20.34%-10.1pp | 1063.93%-1053.6pp | 41.64%-31.4pp |
| Employer contribution / active EE | $22,961 | $1,885+1117.9% | $2,505+816.8% | $2,551+800.1% |
| Participant deferral / active EE | $563 | $2,870-80.4% | $3,888-85.5% | $4,139-86.4% |
| Admin fee / account holder | $45,760 | $3,804+1103.0% | $5,065+803.5% | $7,234+532.5% |