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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 | $1,741,805 | $156,963+1009.7% | $121,204+1337.1% | $139,466+1148.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | -0.86% | 1476.75%-1477.6pp | 987.18%-988.0pp | 373.66%-374.5pp |
| Employer contribution / active EE | $35,594 | $5,544+542.0% | $4,170+753.6% | $4,754+648.7% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,712-100.0% |
| Admin fee / account holder | $87,748 | $6,953+1161.9% | $5,651+1452.7% | $11,409+669.1% |