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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 | $2,597,288 | $110,801+2244.1% | $86,615+2898.7% | $167,536+1450.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 7.84% | 116.96%-109.1pp | 63.51%-55.7pp | 478.82%-471.0pp |
| Employer contribution / active EE | $39,080 | $3,245+1104.5% | $2,496+1465.9% | $4,839+707.6% |
| Participant deferral / active EE | $0 | $4,547-100.0% | $3,699-100.0% | $6,342-100.0% |
| Admin fee / account holder | $10,478 | $8,417+24.5% | $5,830+79.7% | $12,315-14.9% |