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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 | $1,080,341 | $84,518+1178.2% | $67,704+1495.7% | $125,389+761.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -9.81% | 2.57%-12.4pp | 25.41%-35.2pp | 282.24%-292.1pp |
| Employer contribution / active EE | $15,833 | $3,292+380.9% | $2,559+518.6% | $4,866+225.4% |
| Participant deferral / active EE | $0 | $4,430-100.0% | $3,585-100.0% | $5,352-100.0% |
| Admin fee / account holder | $47,820 | $5,340+795.4% | $4,255+1023.9% | $9,541+401.2% |