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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 | $145,431+2625.7% | $211,142+1777.4% | $87,485+4431.1% |
| Participation rate | 96.6% | 84.7%+11.8pp | 87.3%+9.3pp | 68.9%+27.6pp |
| Annual return | 12.76% | 27.21%-14.4pp | 46.84%-34.1pp | 26.06%-13.3pp |
| Employer contribution / active EE | $68,563 | $4,662+1370.8% | $6,442+964.3% | $2,596+2540.9% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $808 | $17,052-95.3% | $19,076-95.8% | $7,775-89.6% |