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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 | $855,209 | $116,462+634.3% | $740,967+15.4% | $116,462+634.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 93.1%+6.9pp | 74.7%+25.3pp |
| Annual return | 6.23% | 15.65%-9.4pp | 11.85%-5.6pp | 15.65%-9.4pp |
| Employer contribution / active EE | $46,633 | $3,231+1343.2% | $10,506+343.9% | $3,231+1343.2% |
| Participant deferral / active EE | $0 | $3,836-100.0% | $6,284-100.0% | $3,836-100.0% |
| Admin fee / account holder | $27,646 | $12,754+116.8% | $75,689-63.5% | $12,754+116.8% |