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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 | $202,463+919.4% | $169,397+1118.4% | $139,487+1379.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 3.94% | 532.64%-528.7pp | 406.23%-402.3pp | 373.84%-369.9pp |
| Employer contribution / active EE | $1,095 | $4,694-76.7% | $4,013-72.7% | $4,755-77.0% |
| Participant deferral / active EE | $1,095 | $6,941-84.2% | $6,223-82.4% | $6,713-83.7% |
| Admin fee / account holder | $454,354 | $10,726+4135.9% | $9,017+4938.7% | $11,407+3883.0% |