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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 | $169,361+657.4% | $129,397+891.3% | $145,877+779.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 4.39% | 14395.54%-14391.2pp | 9453.98%-9449.6pp | 551.28%-546.9pp |
| Employer contribution / active EE | $54,942 | $5,542+891.4% | $4,154+1222.5% | $4,663+1078.3% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $8,105 | $9,903-18.2% | $7,679+5.5% | $13,402-39.5% |