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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 | $132,820+543.9% | $1,069,083-20.0% | $132,820+543.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 94.0%+6.0pp | 74.3%+25.7pp |
| Annual return | 6.23% | 14.82%-8.6pp | -6.55%+12.8pp | 14.82%-8.6pp |
| Employer contribution / active EE | $46,633 | $4,144+1025.3% | $12,724+266.5% | $4,144+1025.3% |
| Participant deferral / active EE | $0 | $3,980-100.0% | $5,322-100.0% | $3,980-100.0% |
| Admin fee / account holder | $27,646 | $11,722+135.9% | $104,587-73.6% | $11,722+135.9% |