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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 | $2,988,337 | $217,432+1274.4% | $185,851+1507.9% | $167,553+1683.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 6.24% | 148.43%-142.2pp | 122.11%-115.9pp | 478.89%-472.7pp |
| Employer contribution / active EE | $15,937 | $5,874+171.3% | $5,168+208.4% | $4,840+229.3% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $166,700 | $19,820+741.1% | $16,245+926.2% | $12,316+1253.5% |