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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 | $1,227,810 | $102,663+1096.0% | $86,216+1324.1% | $139,466+780.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 4.05% | 1924.52%-1920.5pp | 1169.42%-1165.4pp | 373.66%-369.6pp |
| Employer contribution / active EE | $14,268 | $3,035+370.2% | $2,382+499.1% | $4,754+200.1% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $59,998 | $8,663+592.6% | $6,853+775.4% | $11,409+425.9% |