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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 | $590,990 | $105,929+457.9% | $81,716+623.2% | $158,966+271.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 1.07% | 38.19%-37.1pp | 29.49%-28.4pp | 302.95%-301.9pp |
| Employer contribution / active EE | $10,417 | $7,802+33.5% | $4,310+141.7% | $4,762+118.7% |
| Participant deferral / active EE | $0 | $13,007-100.0% | $7,108-100.0% | $5,983-100.0% |
| Admin fee / account holder | $17,370 | $8,492+104.5% | $5,159+236.7% | $11,250+54.4% |