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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 | $1,328,057 | $142,405+832.6% | $115,157+1053.3% | $152,870+768.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 3.21% | 41.48%-38.3pp | 35.60%-32.4pp | 345.34%-342.1pp |
| Employer contribution / active EE | $4,006 | $4,010-0.1% | $3,179+26.0% | $4,763-15.9% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,168-100.0% | $5,850-100.0% |
| Admin fee / account holder | $58,888 | $8,462+595.9% | $7,088+730.8% | $11,597+407.8% |