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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 | $1,222,437 | $152,592+701.1% | $125,180+876.5% | $152,885+699.6% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.5%+0.9pp |
| Annual return | 1.42% | 54.84%-53.4pp | 43.79%-42.4pp | 345.39%-344.0pp |
| Employer contribution / active EE | $16,667 | $4,947+236.9% | $3,866+331.1% | $4,763+249.9% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $22,502 | $13,435+67.5% | $9,703+131.9% | $11,598+94.0% |