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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 | $1,116,182 | $202,463+451.3% | $169,397+558.9% | $139,487+700.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 7.12% | 532.64%-525.5pp | 406.23%-399.1pp | 373.84%-366.7pp |
| Employer contribution / active EE | $26,940 | $4,694+473.9% | $4,013+571.3% | $4,755+466.6% |
| Participant deferral / active EE | $0 | $6,941-100.0% | $6,223-100.0% | $6,713-100.0% |
| Admin fee / account holder | $51,148 | $10,726+376.8% | $9,017+467.2% | $11,407+348.4% |