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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 | $3,848,196 | $162,136+2273.4% | $152,301+2426.7% | $154,746+2386.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 3.76% | 91.02%-87.3pp | 80.50%-76.7pp | 172.34%-168.6pp |
| Employer contribution / active EE | $5,000 | $4,890+2.2% | $4,624+8.1% | $4,379+14.2% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $137,031 | $15,759+769.5% | $14,398+851.7% | $14,365+853.9% |