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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 | $2,741,850 | $201,372+1261.6% | $184,260+1388.0% | $145,884+1779.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.21% | 29.04%-22.8pp | 28.84%-22.6pp | 551.85%-545.6pp |
| Employer contribution / active EE | $27,488 | $7,024+291.4% | $6,427+327.7% | $4,662+489.6% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $23,305 | $16,362+42.4% | $13,898+67.7% | $13,392+74.0% |