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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 | $1,425,191 | $118,869+1099.0% | $96,575+1375.7% | $167,518+750.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 4.73% | 50.49%-45.8pp | 37.79%-33.1pp | 478.71%-474.0pp |
| Employer contribution / active EE | $18,827 | $3,120+503.4% | $2,357+698.9% | $4,838+289.1% |
| Participant deferral / active EE | $0 | $4,616-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $74,296 | $8,067+821.0% | $6,182+1101.8% | $12,312+503.4% |