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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 | $2,026,207 | $201,370+906.2% | $184,256+999.7% | $145,897+1288.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.94% | 29.05%-23.1pp | 28.85%-22.9pp | 552.29%-546.3pp |
| Employer contribution / active EE | $8,274 | $7,024+17.8% | $6,427+28.7% | $4,663+77.5% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $78,394 | $16,364+379.1% | $13,899+464.0% | $13,390+485.5% |