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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 | $2,251,020 | $110,039+1945.7% | $97,260+2214.4% | $145,884+1443.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 6.49% | 244.44%-238.0pp | 75.54%-69.0pp | 551.85%-545.4pp |
| Employer contribution / active EE | $18,632 | $3,074+506.1% | $2,721+584.7% | $4,662+299.6% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,262-100.0% | $6,690-100.0% |
| Admin fee / account holder | $219,325 | $6,204+3435.5% | $5,640+3788.8% | $13,392+1537.7% |