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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 | $1,108,529 | $88,583+1151.4% | $88,497+1152.6% | $273,972+304.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 2.21% | 5.68%-3.5pp | 7.63%-5.4pp | 41.46%-39.2pp |
| Employer contribution / active EE | $40,870 | $4,502+807.7% | $4,036+912.5% | $4,869+739.4% |
| Participant deferral / active EE | $0 | $4,891-100.0% | $4,899-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,504 | $8,980-72.1% | $6,220-59.7% | $10,133-75.3% |