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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 | $156,398+2360.5% | $147,318+2512.2% | $138,895+2670.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 3.76% | 78.75%-75.0pp | 70.43%-66.7pp | 145.39%-141.6pp |
| Employer contribution / active EE | $5,000 | $4,853+3.0% | $4,593+8.9% | $4,194+19.2% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $137,031 | $14,976+815.0% | $13,708+899.7% | $12,562+990.8% |