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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 | $288,223 | $108,226+166.3% | $77,513+271.8% | $158,950+81.3% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | -0.96% | 31.67%-32.6pp | 54.81%-55.8pp | 302.91%-303.9pp |
| Employer contribution / active EE | $12,000 | $1,325+805.6% | $987+1116.3% | $4,762+152.0% |
| Participant deferral / active EE | $0 | $2,456-100.0% | $1,861-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,540 | $3,710-31.5% | $2,859-11.2% | $11,248-77.4% |