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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 | $1,400,630 | $116,203+1105.3% | $93,621+1396.1% | $152,909+816.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | -1.00% | 35.96%-37.0pp | 32.76%-33.8pp | 345.46%-346.5pp |
| Employer contribution / active EE | $14,806 | $3,219+359.9% | $2,719+444.6% | $4,764+210.8% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $79,911 | $10,751+643.3% | $7,890+912.8% | $11,601+588.8% |