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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 | $7,872,428 | $172,111+4474.1% | $150,298+5137.9% | $137,256+5635.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 8.35% | 69.37%-61.0pp | 62.79%-54.4pp | 220.34%-212.0pp |
| Employer contribution / active EE | $70,000 | $4,636+1409.8% | $4,154+1585.1% | $4,156+1584.3% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $334,761 | $16,471+1932.4% | $14,116+2271.5% | $12,270+2628.3% |