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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 | $1,154,503 | $116,203+893.5% | $93,621+1133.2% | $152,909+655.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 1.31% | 35.96%-34.7pp | 32.76%-31.5pp | 345.46%-344.2pp |
| Employer contribution / active EE | $15,900 | $3,219+393.9% | $2,719+484.8% | $4,764+233.8% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,924 | $10,751-54.2% | $7,890-37.6% | $11,601-57.6% |