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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 | $2,835,758 | $223,823+1167.0% | $211,142+1243.1% | $154,746+1732.5% |
| Participation rate | 91.7% | 87.9%+3.8pp | 87.3%+4.4pp | 80.7%+11.0pp |
| Annual return | 5.45% | 50.39%-44.9pp | 46.84%-41.4pp | 172.34%-166.9pp |
| Employer contribution / active EE | $35,475 | $6,787+422.7% | $6,442+450.7% | $4,379+710.1% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $276,652 | $19,707+1303.8% | $19,076+1350.3% | $14,365+1825.8% |