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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 | $1,153,088 | $102,595+1023.9% | $94,057+1125.9% | $154,746+645.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 9.18% | 583.42%-574.2pp | 480.62%-471.4pp | 172.34%-163.2pp |
| Employer contribution / active EE | $49,160 | $3,147+1462.0% | $2,933+1576.1% | $4,379+1022.6% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $4,558 | $7,736-41.1% | $7,244-37.1% | $14,365-68.3% |