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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 | $1,587,689 | $496,847+219.6% | $496,847+219.6% | $484,799+227.5% |
| Participation rate | 100.0% | 92.6%+7.4pp | 92.6%+7.4pp | 91.1%+8.9pp |
| Annual return | 0.33% | 6.05%-5.7pp | 20.30%-20.0pp | 5.95%-5.6pp |
| Employer contribution / active EE | $30,000 | $17,763+68.9% | $18,413+62.9% | $27,493+9.1% |
| Participant deferral / active EE | $0 | $6,361-100.0% | $5,587-100.0% | $6,572-100.0% |
| Admin fee / account holder | $6,682 | $12,651-47.2% | $12,651-47.2% | $18,209-63.3% |