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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 | $3,936,885 | $125,797+3029.5% | $170,043+2215.2% | $75,173+5137.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 1.20% | 27.20%-26.0pp | 53.40%-52.2pp | 160.72%-159.5pp |
| Employer contribution / active EE | $30,740 | $4,616+565.9% | $6,790+352.7% | $2,671+1050.9% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,410-100.0% | $4,126-100.0% |
| Admin fee / account holder | $162,615 | $8,177+1888.8% | $12,824+1168.0% | $5,651+2777.9% |