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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 | $2,060,662 | $100,911+1942.1% | $90,440+2178.5% | $158,966+1196.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 5.32% | 1726.62%-1721.3pp | 1294.38%-1289.1pp | 302.95%-297.6pp |
| Employer contribution / active EE | $13,000 | $3,690+252.3% | $3,263+298.4% | $4,762+173.0% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $31,250 | $6,507+380.2% | $5,615+456.6% | $11,250+177.8% |