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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 | $2,040,024 | $160,070+1174.5% | $147,117+1286.7% | $145,897+1298.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.98% | 98.69%-91.7pp | 420.54%-413.6pp | 552.29%-545.3pp |
| Employer contribution / active EE | $1,876 | $5,285-64.5% | $4,932-62.0% | $4,663-59.8% |
| Participant deferral / active EE | $2,300 | $8,419-72.7% | $8,065-71.5% | $6,689-65.6% |
| Admin fee / account holder | $75,929 | $15,035+405.0% | $12,993+484.4% | $13,390+467.0% |