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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 | $2,063,868 | $202,430+919.5% | $169,369+1118.6% | $139,427+1380.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 3.94% | 531.86%-527.9pp | 405.70%-401.8pp | 373.27%-369.3pp |
| Employer contribution / active EE | $1,095 | $4,690-76.6% | $4,011-72.7% | $4,752-76.9% |
| Participant deferral / active EE | $1,095 | $6,938-84.2% | $6,221-82.4% | $6,711-83.7% |
| Admin fee / account holder | $454,354 | $10,716+4139.9% | $9,009+4943.2% | $11,404+3884.1% |