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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 | $1,355,670 | $107,368+1162.6% | $92,915+1359.0% | $152,909+786.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 1.59% | 145.64%-144.1pp | 109.45%-107.9pp | 345.46%-343.9pp |
| Employer contribution / active EE | $36,680 | $4,222+768.7% | $3,653+904.0% | $4,764+670.0% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $16,717 | $7,082+136.0% | $5,796+188.4% | $11,601+44.1% |