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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 | $2,345,790 | $154,228+1421.0% | $145,433+1513.0% | $137,256+1609.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 4.81% | 74.59%-69.8pp | 66.58%-61.8pp | 220.34%-215.5pp |
| Employer contribution / active EE | $22,952 | $4,804+377.8% | $4,554+403.9% | $4,156+452.2% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $114,719 | $14,344+699.8% | $13,129+773.8% | $12,270+834.9% |