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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 | $2,190,924 | $212,386+931.6% | $199,883+996.1% | $138,895+1477.4% |
| Participation rate | 78.6% | 87.4%-8.8pp | 86.8%-8.2pp | 79.9%-1.3pp |
| Annual return | 8.06% | 47.75%-39.7pp | 43.81%-35.8pp | 145.39%-137.3pp |
| Employer contribution / active EE | $21,944 | $6,625+231.2% | $6,261+250.5% | $4,194+423.2% |
| Participant deferral / active EE | $2,866 | $9,617-70.2% | $9,138-68.6% | $6,396-55.2% |
| Admin fee / account holder | $40,971 | $18,233+124.7% | $17,268+137.3% | $12,562+226.1% |