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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 | $3,941,238 | $110,106+3479.5% | $151,634+2499.2% | $68,494+5654.1% |
| Participation rate | 89.9% | 84.0%+5.9pp | 87.5%+2.4pp | 67.9%+22.0pp |
| Annual return | -32.29% | -10.24%-22.1pp | 3.32%-35.6pp | -7.86%-24.4pp |
| Employer contribution / active EE | $48,278 | $4,470+979.9% | $6,165+683.1% | $2,597+1759.2% |
| Participant deferral / active EE | $2,262 | $6,527-65.3% | $8,363-73.0% | $4,028-43.8% |
| Admin fee / account holder | $167,769 | $7,719+2073.4% | $11,614+1344.5% | $5,403+3004.9% |