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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 | $3,860,069 | $139,948+2658.2% | $121,663+3072.8% | $154,746+2394.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 4.68% | 230.52%-225.8pp | 147.54%-142.9pp | 172.34%-167.7pp |
| Employer contribution / active EE | $70,000 | $3,521+1888.1% | $3,020+2217.9% | $4,379+1498.5% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,887-100.0% | $6,730-100.0% |
| Admin fee / account holder | $47,595 | $17,321+174.8% | $14,289+233.1% | $14,365+231.3% |