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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 | $2,286,378 | $117,444+1846.8% | $99,479+2198.4% | $152,909+1395.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 0.04% | 31.87%-31.8pp | 30.72%-30.7pp | 345.46%-345.4pp |
| Employer contribution / active EE | $39,000 | $3,014+1194.1% | $2,540+1435.2% | $4,764+718.7% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $187,273 | $7,635+2352.8% | $6,253+2894.9% | $11,601+1514.3% |