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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 | $1,179,239 | $112,729+946.1% | $98,716+1094.6% | $137,256+759.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 6.06% | 38.48%-32.4pp | 31.81%-25.7pp | 220.34%-214.3pp |
| Employer contribution / active EE | $5,000 | $2,725+83.5% | $2,279+119.4% | $4,156+20.3% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $46,863 | $10,129+362.7% | $8,703+438.5% | $12,270+281.9% |