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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 | $2,581,784 | $171,492+1405.5% | $150,734+1612.8% | $198,609+1199.9% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 3.62% | 804.70%-801.1pp | 600.81%-597.2pp | 202.70%-199.1pp |
| Employer contribution / active EE | $49,500 | $5,470+804.9% | $4,918+906.5% | $5,055+879.2% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $62,500 | $17,628+254.5% | $14,905+319.3% | $19,030+228.4% |