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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 | $1,321,102 | $148,629+788.9% | $135,982+871.5% | $139,487+847.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.79% | 79.33%-68.5pp | 68.32%-57.5pp | 373.84%-363.1pp |
| Employer contribution / active EE | $22,458 | $5,247+328.1% | $4,859+362.2% | $4,755+372.3% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $51,195 | $12,406+312.6% | $10,767+375.5% | $11,407+348.8% |