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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 | $6,353,980 | $183,988+3353.5% | $162,177+3817.9% | $152,897+4055.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 6.99% | 150.79%-143.8pp | 115.60%-108.6pp | 345.43%-338.4pp |
| Employer contribution / active EE | $39,012 | $6,370+512.4% | $5,613+595.0% | $4,764+719.0% |
| Participant deferral / active EE | $1,700 | $8,032-78.8% | $7,297-76.7% | $5,851-70.9% |
| Admin fee / account holder | $382,654 | $13,123+2815.9% | $10,843+3428.9% | $11,599+3198.9% |