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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 | $982,309 | $84,236+1066.1% | $170,435+476.4% | $70,126+1300.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 9.71% | 23.06%-13.3pp | 205.94%-196.2pp | 73.15%-63.4pp |
| Employer contribution / active EE | $45,739 | $3,387+1250.3% | $5,432+742.0% | $2,343+1852.5% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $20,174 | $5,698+254.0% | $13,881+45.3% | $4,645+334.3% |