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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 | $1,860,606 | $227,633+717.4% | $189,597+881.3% | $167,553+1010.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 3.46% | 78.45%-75.0pp | 64.20%-60.7pp | 478.89%-475.4pp |
| Employer contribution / active EE | $58,000 | $5,317+990.8% | $4,412+1214.5% | $4,840+1098.4% |
| Participant deferral / active EE | $0 | $7,003-100.0% | $6,174-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,232 | $11,879-81.2% | $9,807-77.2% | $12,316-81.9% |