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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 | $1,286,103 | $154,193+734.1% | $130,045+889.0% | $139,466+822.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 1.30% | 32.51%-31.2pp | -137.30%+138.6pp | 373.66%-372.4pp |
| Employer contribution / active EE | $17,421 | $5,292+229.2% | $4,321+303.1% | $4,754+266.5% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $49,957 | $13,989+257.1% | $10,600+371.3% | $11,409+337.9% |