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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 | $3,318,251 | $159,978+1974.2% | $147,041+2156.7% | $145,978+2173.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.16% | 98.36%-91.2pp | 419.21%-412.1pp | 550.52%-543.4pp |
| Employer contribution / active EE | $7,800 | $5,288+47.5% | $4,935+58.1% | $4,662+67.3% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $545,745 | $15,053+3525.4% | $13,006+4096.0% | $13,400+3972.6% |