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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 | $4,089,018 | $201,344+1930.9% | $184,243+2119.4% | $145,877+2703.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -10.94% | 29.01%-39.9pp | 28.82%-39.8pp | 551.28%-562.2pp |
| Employer contribution / active EE | $45,145 | $7,022+542.9% | $6,427+602.4% | $4,663+868.2% |
| Participant deferral / active EE | $1,944 | $9,807-80.2% | $9,132-78.7% | $6,691-70.9% |
| Admin fee / account holder | $328,913 | $16,382+1907.8% | $13,914+2264.0% | $13,402+2354.2% |