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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 | $1,785,919 | $162,136+1001.5% | $152,301+1072.6% | $154,746+1054.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | -19.87% | 91.02%-110.9pp | 80.50%-100.4pp | 172.34%-192.2pp |
| Employer contribution / active EE | $70,000 | $4,890+1331.4% | $4,624+1413.7% | $4,379+1498.5% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $81,797 | $15,759+419.0% | $14,398+468.1% | $14,365+469.4% |