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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 | $1,193,506 | $141,001+746.5% | $112,228+963.5% | $139,487+755.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 2.88% | 32.75%-29.9pp | 30.23%-27.4pp | 373.84%-371.0pp |
| Employer contribution / active EE | $6,600 | $4,285+54.0% | $3,432+92.3% | $4,755+38.8% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $4,800-100.0% | $6,713-100.0% |
| Admin fee / account holder | $135,190 | $9,959+1257.5% | $7,752+1644.0% | $11,407+1085.1% |