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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 | $1,607,957 | $107,421+1396.9% | $182,262+782.2% | $94,015+1610.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 12.63% | 21.32%-8.7pp | 140.60%-128.0pp | 17.84%-5.2pp |
| Employer contribution / active EE | $56,221 | $3,448+1530.6% | $5,046+1014.2% | $2,790+1915.0% |
| Participant deferral / active EE | $0 | $6,558-100.0% | $8,276-100.0% | $4,249-100.0% |
| Admin fee / account holder | $147,192 | $8,692+1593.4% | $16,712+780.8% | $8,951+1544.4% |