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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 | $3,016,094 | $154,754+1849.0% | $124,206+2328.3% | $138,895+2071.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 9.36% | 709.28%-699.9pp | 515.27%-505.9pp | 145.39%-136.0pp |
| Employer contribution / active EE | $70,000 | $4,446+1474.4% | $3,540+1877.3% | $4,194+1569.0% |
| Participant deferral / active EE | $0 | $4,621-100.0% | $3,968-100.0% | $6,396-100.0% |
| Admin fee / account holder | $107,302 | $6,690+1504.0% | $5,929+1709.9% | $12,562+754.2% |