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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 | $3,674,286 | $148,582+2372.9% | $135,942+2602.8% | $139,456+2534.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 1.16% | 79.26%-78.1pp | 68.28%-67.1pp | 373.45%-372.3pp |
| Employer contribution / active EE | $33,000 | $5,245+529.2% | $4,858+579.4% | $4,753+594.3% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $156,898 | $12,402+1165.1% | $10,764+1357.6% | $11,407+1275.5% |