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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 | $1,609,676 | $149,679+975.4% | $117,039+1275.3% | $147,586+990.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 1.66% | 19.31%-17.7pp | 18.95%-17.3pp | 578.59%-576.9pp |
| Employer contribution / active EE | $1,200 | $4,937-75.7% | $3,785-68.3% | $4,876-75.4% |
| Participant deferral / active EE | $1,200 | $4,912-75.6% | $3,929-69.5% | $5,439-77.9% |
| Admin fee / account holder | $1,869 | $7,856-76.2% | $5,974-68.7% | $10,886-82.8% |