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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 | $403,312 | $100,805+300.1% | $86,698+365.2% | $134,532+199.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -26.74% | 29.09%-55.8pp | 35.95%-62.7pp | 418.27%-445.0pp |
| Employer contribution / active EE | $14,993 | $3,490+329.6% | $2,837+428.5% | $4,741+216.2% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $11,300 | $10,925+3.4% | $7,493+50.8% | $11,429-1.1% |