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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 | $1,411,153 | $154,228+815.0% | $145,433+870.3% | $137,256+928.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 4.90% | 74.59%-69.7pp | 66.58%-61.7pp | 220.34%-215.4pp |
| Employer contribution / active EE | $45,959 | $4,804+856.7% | $4,554+909.1% | $4,156+1005.8% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,100,493 | $14,344+7572.4% | $13,129+8282.2% | $12,270+8868.9% |