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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 | $212,386+2339.9% | $199,883+2492.6% | $138,895+3630.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 7.11% | 47.75%-40.6pp | 43.81%-36.7pp | 145.39%-138.3pp |
| Employer contribution / active EE | $60,499 | $6,625+813.2% | $6,261+866.2% | $4,194+1342.4% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $39,340 | $18,233+115.8% | $17,268+127.8% | $12,562+213.2% |