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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 | $1,042,993 | $166,242+527.4% | $165,071+531.8% | $145,884+614.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 2.40% | 100.44%-98.0pp | 70.17%-67.8pp | 551.85%-549.4pp |
| Employer contribution / active EE | $45,000 | $5,283+751.8% | $4,347+935.1% | $4,662+865.2% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $42,000 | $16,658+152.1% | $12,695+230.8% | $13,392+213.6% |