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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 | $3,798,699 | $123,793+2968.6% | $177,827+2036.2% | $79,858+4656.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 7.49% | 22.82%-15.3pp | 48.32%-40.8pp | 31.72%-24.2pp |
| Employer contribution / active EE | $38,151 | $4,095+831.6% | $5,918+544.6% | $2,471+1444.0% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,713-100.0% | $3,740-100.0% |
| Admin fee / account holder | $141,234 | $7,243+1850.1% | $12,429+1036.3% | $5,306+2561.8% |