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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 | $1,097,263 | $105,158+943.4% | $94,672+1059.0% | $139,487+686.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | -7.54% | 38.11%-45.6pp | 156.89%-164.4pp | 373.84%-381.4pp |
| Employer contribution / active EE | $13,075 | $4,107+218.3% | $3,673+256.0% | $4,755+175.0% |
| Participant deferral / active EE | $575 | $7,599-92.4% | $7,417-92.2% | $6,713-91.4% |
| Admin fee / account holder | $8,723 | $8,972-2.8% | $7,222+20.8% | $11,407-23.5% |