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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 | $209,336+1254.6% | $197,124+1338.6% | $137,256+1966.0% |
| Participation rate | 91.7% | 87.3%+4.4pp | 86.7%+5.0pp | 80.0%+11.7pp |
| Annual return | 5.45% | 48.09%-42.6pp | 44.34%-38.9pp | 220.34%-214.9pp |
| Employer contribution / active EE | $35,475 | $6,591+438.3% | $6,227+469.7% | $4,156+753.6% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $276,652 | $17,308+1498.4% | $16,298+1597.5% | $12,270+2154.7% |