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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 | $988,850 | $153,311+545.0% | $109,313+804.6% | $273,972+260.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 0.29% | 29.86%-29.6pp | 22.07%-21.8pp | 41.46%-41.2pp |
| Employer contribution / active EE | $7,550 | $5,619+34.4% | $3,892+94.0% | $4,869+55.1% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $36,896 | $8,076+356.9% | $5,666+551.1% | $10,133+264.1% |