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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 | $5,182,098 | $223,823+2215.3% | $211,142+2354.3% | $154,746+3248.8% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 7.11% | 50.39%-43.3pp | 46.84%-39.7pp | 172.34%-165.2pp |
| Employer contribution / active EE | $60,499 | $6,787+791.4% | $6,442+839.1% | $4,379+1281.5% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $39,340 | $19,707+99.6% | $19,076+106.2% | $14,365+173.9% |