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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 | $1,436,845 | $148,623+866.8% | $135,974+956.7% | $139,466+930.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 1.13% | 79.30%-78.2pp | 68.30%-67.2pp | 373.66%-372.5pp |
| Employer contribution / active EE | $13,333 | $5,246+154.1% | $4,859+174.4% | $4,754+180.5% |
| Participant deferral / active EE | $400 | $8,103-95.1% | $7,760-94.8% | $6,712-94.0% |
| Admin fee / account holder | $17,829 | $12,406+43.7% | $10,767+65.6% | $11,409+56.3% |