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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 | $671,832 | $79,955+740.3% | $98,461+582.3% | $75,173+793.7% |
| Participation rate | 96.7% | 70.4%+26.3pp | 75.2%+21.5pp | 67.2%+29.5pp |
| Annual return | 3.25% | 19.75%-16.5pp | 21.17%-17.9pp | 160.72%-157.5pp |
| Employer contribution / active EE | $25,047 | $2,264+1006.3% | $3,049+721.6% | $2,671+837.8% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $25,478 | $6,841+272.4% | $8,961+184.3% | $5,651+350.9% |