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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 | $1,440,951 | $212,386+578.5% | $199,883+620.9% | $138,895+937.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 10.71% | 47.75%-37.0pp | 43.81%-33.1pp | 145.39%-134.7pp |
| Employer contribution / active EE | $58,225 | $6,625+778.9% | $6,261+829.9% | $4,194+1288.2% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $56,697 | $18,233+211.0% | $17,268+228.3% | $12,562+351.3% |