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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 | $1,461,520 | $211,288+591.7% | $178,540+718.6% | $145,884+901.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 4.74% | 30.27%-25.5pp | 27.15%-22.4pp | 551.85%-547.1pp |
| Employer contribution / active EE | $1,190 | $4,574-74.0% | $3,953-69.9% | $4,662-74.5% |
| Participant deferral / active EE | $1,190 | $6,967-82.9% | $6,281-81.1% | $6,690-82.2% |
| Admin fee / account holder | $1,243,041 | $12,105+10168.6% | $10,424+11824.5% | $13,392+9182.1% |