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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 | $1,607,957 | $106,749+1406.3% | $145,433+1005.6% | $82,448+1850.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 12.63% | 27.59%-15.0pp | 66.58%-53.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $56,221 | $3,444+1532.2% | $4,554+1134.4% | $2,551+2103.9% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $147,192 | $8,390+1654.4% | $13,129+1021.1% | $7,234+1934.6% |