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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 | $2,110,994 | $172,111+1126.5% | $150,298+1304.5% | $137,256+1438.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.25% | 69.37%-58.1pp | 62.79%-51.5pp | 220.34%-209.1pp |
| Employer contribution / active EE | $77,229 | $4,636+1565.8% | $4,154+1759.1% | $4,156+1758.3% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $845,170 | $16,471+5031.3% | $14,116+5887.4% | $12,270+6788.0% |