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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 | $1,868,481 | $209,888+790.2% | $189,545+885.8% | $167,553+1015.2% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 6.89% | 748.66%-741.8pp | 555.36%-548.5pp | 478.89%-472.0pp |
| Employer contribution / active EE | $3,750 | $6,915-45.8% | $6,162-39.1% | $4,840-22.5% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,343-100.0% |
| Admin fee / account holder | $70,496 | $14,300+393.0% | $12,049+485.1% | $12,316+472.4% |