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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 | $2,352,711 | $275,752+753.2% | $256,809+816.1% | $198,609+1084.6% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 1.08% | 34.81%-33.7pp | 32.73%-31.6pp | 202.70%-201.6pp |
| Employer contribution / active EE | $17,216 | $7,721+123.0% | $7,263+137.0% | $5,055+240.5% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $104,167 | $25,716+305.1% | $25,146+314.2% | $19,030+447.4% |