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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 | $124,425+781.1% | $112,040+878.5% | $137,256+698.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 5.48% | 24.72%-19.2pp | 24.52%-19.0pp | 220.34%-214.9pp |
| Employer contribution / active EE | $7,988 | $3,411+134.2% | $2,954+170.4% | $4,156+92.2% |
| Participant deferral / active EE | $1,600 | $5,718-72.0% | $5,098-68.6% | $6,407-75.0% |
| Admin fee / account holder | $2,069,511 | $15,207+13509.4% | $12,098+17006.1% | $12,270+16766.2% |