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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 | $126,661+765.5% | $113,397+866.8% | $138,895+689.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 5.48% | 25.05%-19.6pp | 23.20%-17.7pp | 145.39%-139.9pp |
| Employer contribution / active EE | $7,988 | $3,456+131.1% | $2,977+168.3% | $4,194+90.5% |
| Participant deferral / active EE | $1,600 | $5,693-71.9% | $5,076-68.5% | $6,396-75.0% |
| Admin fee / account holder | $2,069,511 | $14,549+14124.1% | $11,957+17208.2% | $12,562+16374.2% |