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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 | $1,026,658 | $134,817+661.5% | $123,973+728.1% | $155,188+561.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 3.78% | 515.49%-511.7pp | 388.13%-384.4pp | 148.84%-145.1pp |
| Employer contribution / active EE | $22,657 | $4,425+412.0% | $4,126+449.2% | $4,248+433.4% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $115,063 | $13,245+768.7% | $11,799+875.2% | $14,480+694.6% |