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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 | $2,388,251 | $162,136+1373.0% | $152,301+1468.1% | $154,746+1443.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 8.40% | 91.02%-82.6pp | 80.50%-72.1pp | 172.34%-163.9pp |
| Employer contribution / active EE | $50,218 | $4,890+926.9% | $4,624+985.9% | $4,379+1046.8% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $174,286 | $15,759+1005.9% | $14,398+1110.5% | $14,365+1113.3% |