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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 | $2,047,337 | $100,262+1942.0% | $81,370+2416.1% | $145,897+1303.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 4.11% | 34.52%-30.4pp | 24.85%-20.7pp | 552.29%-548.2pp |
| Employer contribution / active EE | $31,834 | $2,979+968.7% | $2,464+1192.0% | $4,663+582.7% |
| Participant deferral / active EE | $0 | $4,612-100.0% | $3,885-100.0% | $6,689-100.0% |
| Admin fee / account holder | $7,626 | $8,163-6.6% | $5,749+32.6% | $13,390-43.1% |