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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 | $1,096,309 | $136,860+701.0% | $120,344+811.0% | $154,746+608.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 5.48% | 21.38%-15.9pp | 20.30%-14.8pp | 172.34%-166.9pp |
| Employer contribution / active EE | $7,988 | $3,533+126.1% | $3,020+164.5% | $4,379+82.4% |
| Participant deferral / active EE | $1,600 | $5,793-72.4% | $5,135-68.8% | $6,730-76.2% |
| Admin fee / account holder | $2,069,511 | $15,393+13344.9% | $12,742+16142.1% | $14,365+14306.4% |