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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 | $110,083+3480.3% | $151,639+2499.1% | $68,486+5654.8% |
| Participation rate | 89.9% | 84.0%+5.9pp | 87.5%+2.4pp | 67.9%+22.0pp |
| Annual return | -32.29% | -10.12%-22.2pp | 3.34%-35.6pp | -7.85%-24.4pp |
| Employer contribution / active EE | $48,278 | $4,470+980.1% | $6,165+683.1% | $2,597+1759.3% |
| Participant deferral / active EE | $2,262 | $6,526-65.3% | $8,363-73.0% | $4,028-43.8% |
| Admin fee / account holder | $167,769 | $7,718+2073.9% | $11,613+1344.6% | $5,404+3004.7% |