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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 | $201,344+906.3% | $184,243+999.7% | $145,877+1289.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.94% | 29.01%-23.1pp | 28.82%-22.9pp | 551.28%-545.3pp |
| Employer contribution / active EE | $8,274 | $7,022+17.8% | $6,427+28.7% | $4,663+77.4% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $78,394 | $16,382+378.5% | $13,914+463.4% | $13,402+484.9% |