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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 | $842,511 | $72,071+1069.0% | $68,368+1132.3% | $137,256+513.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 2.35% | 353.14%-350.8pp | 292.57%-290.2pp | 220.34%-218.0pp |
| Employer contribution / active EE | $28,558 | $2,788+924.4% | $2,649+978.1% | $4,156+587.2% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $30,680 | $5,336+475.0% | $5,150+495.8% | $12,270+150.0% |