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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 | $3,964,008 | $146,267+2610.1% | $197,124+1910.9% | $82,448+4707.9% |
| Participation rate | 96.6% | 84.0%+12.5pp | 86.7%+9.8pp | 68.1%+28.5pp |
| Annual return | 12.76% | 29.61%-16.8pp | 44.34%-31.6pp | 41.64%-28.9pp |
| Employer contribution / active EE | $68,563 | $4,723+1351.6% | $6,227+1001.0% | $2,551+2587.8% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $808 | $14,422-94.4% | $16,298-95.0% | $7,234-88.8% |