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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 | $681,341 | $115,810+488.3% | $101,271+572.8% | $158,966+328.6% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | -4.25% | 56.15%-60.4pp | 46.48%-50.7pp | 302.95%-307.2pp |
| Employer contribution / active EE | $20,143 | $4,175+382.4% | $3,660+450.3% | $4,762+322.9% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $30,589 | $7,248+322.0% | $5,948+414.3% | $11,250+171.9% |