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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 | $1,745,865 | $112,935+1445.9% | $90,970+1819.2% | $158,966+998.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 0.93% | 215.79%-214.9pp | 134.58%-133.7pp | 302.95%-302.0pp |
| Employer contribution / active EE | $26,750 | $2,895+824.2% | $2,122+1160.3% | $4,762+461.7% |
| Participant deferral / active EE | $0 | $4,129-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $69,046 | $8,045+758.2% | $5,960+1058.5% | $11,250+513.7% |