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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 | $1,198,626 | $144,130+731.6% | $117,861+917.0% | $147,586+712.2% |
| Participation rate | 78.6% | 83.4%-4.9pp | 79.7%-1.1pp | 82.8%-4.3pp |
| Annual return | 6.89% | 531.20%-524.3pp | 335.11%-328.2pp | 578.59%-571.7pp |
| Employer contribution / active EE | $6,964 | $4,897+42.2% | $3,786+83.9% | $4,876+42.8% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,035,806 | $10,887+9414.3% | $8,021+12814.2% | $10,886+9415.2% |