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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 | $621,736 | $181,896+241.8% | $156,551+297.1% | $273,972+126.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.33% | 30.74%-28.4pp | 32.23%-29.9pp | 41.46%-39.1pp |
| Employer contribution / active EE | $53,416 | $6,248+754.9% | $5,501+871.0% | $4,869+997.1% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,158 | $15,560-66.9% | $13,028-60.4% | $10,133-49.1% |