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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 | $1,669,279 | $173,397+862.7% | $135,987+1127.5% | $145,877+1044.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 7.50% | 1166.18%-1158.7pp | 580.01%-572.5pp | 551.28%-543.8pp |
| Employer contribution / active EE | $38,669 | $5,281+632.3% | $4,214+817.7% | $4,663+729.3% |
| Participant deferral / active EE | $0 | $8,710-100.0% | $7,027-100.0% | $6,691-100.0% |
| Admin fee / account holder | $74,962 | $9,663+675.8% | $6,716+1016.2% | $13,402+459.3% |