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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 | $1,282,698 | $169,161+658.3% | $129,295+892.1% | $145,959+778.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 4.39% | 14348.07%-14343.7pp | 9429.28%-9424.9pp | 561.95%-557.6pp |
| Employer contribution / active EE | $54,942 | $5,543+891.2% | $4,157+1221.7% | $4,661+1078.8% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $8,105 | $9,878-17.9% | $7,665+5.7% | $13,398-39.5% |