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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 | $1,727,469 | $183,539+841.2% | $155,556+1010.5% | $145,897+1084.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.33% | 61.31%-55.0pp | 64.84%-58.5pp | 552.29%-546.0pp |
| Employer contribution / active EE | $42,082 | $5,315+691.7% | $4,675+800.0% | $4,663+802.5% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $53,795 | $19,275+179.1% | $15,885+238.7% | $13,390+301.7% |