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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 | $1,271,884 | $101,063+1158.5% | $81,473+1461.1% | $147,586+761.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 7.58% | 32.41%-24.8pp | 38.78%-31.2pp | 578.59%-571.0pp |
| Employer contribution / active EE | $15,833 | $3,206+393.9% | $2,568+516.6% | $4,876+224.7% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $51,957 | $5,812+793.9% | $4,561+1039.1% | $10,886+377.3% |