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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 | $670,337 | $96,731+593.0% | $123,973+440.7% | $86,983+670.7% |
| Participation rate | 97.8% | 70.0%+27.7pp | 76.7%+21.1pp | 69.5%+28.2pp |
| Annual return | 1.16% | 17.33%-16.2pp | 388.13%-387.0pp | 25.83%-24.7pp |
| Employer contribution / active EE | $21,825 | $3,297+562.0% | $4,126+429.0% | $2,584+744.5% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $33,551 | $8,722+284.7% | $11,799+184.4% | $7,856+327.1% |