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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 | $2,822,038 | $149,040+1793.5% | $120,225+2247.3% | $137,256+1956.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 8.33% | 605.68%-597.3pp | 439.23%-430.9pp | 220.34%-212.0pp |
| Employer contribution / active EE | $48,817 | $4,350+1022.2% | $3,475+1304.6% | $4,156+1074.6% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $111,331 | $6,348+1653.9% | $5,696+1854.5% | $12,270+807.3% |