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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 | $834,015 | $124,425+570.3% | $112,040+644.4% | $137,256+507.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 0.64% | 24.72%-24.1pp | 24.52%-23.9pp | 220.34%-219.7pp |
| Employer contribution / active EE | $24,093 | $3,411+606.3% | $2,954+715.6% | $4,156+479.7% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $7,409 | $15,207-51.3% | $12,098-38.8% | $12,270-39.6% |