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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 | $1,379,558 | $198,462+595.1% | $170,439+709.4% | $147,585+834.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 0.67% | 257.30%-256.6pp | 205.94%-205.3pp | 578.58%-577.9pp |
| Employer contribution / active EE | $6,875 | $6,184+11.2% | $5,433+26.5% | $4,876+41.0% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $42,635 | $16,852+153.0% | $13,881+207.2% | $10,886+291.7% |