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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 | $2,169,024 | $175,231+1137.8% | $149,696+1349.0% | $139,466+1455.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.58% | 166.77%-158.2pp | 134.46%-125.9pp | 373.66%-365.1pp |
| Employer contribution / active EE | $3,645 | $5,478-33.5% | $4,821-24.4% | $4,754-23.3% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $65,828 | $16,155+307.5% | $13,212+398.2% | $11,409+477.0% |