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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 | $365,774 | $166,131+120.2% | $164,975+121.7% | $145,877+150.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -5.02% | 100.37%-105.4pp | 70.12%-75.1pp | 551.28%-556.3pp |
| Employer contribution / active EE | $24,003 | $5,276+355.0% | $4,343+452.7% | $4,663+414.8% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,475 | $16,648-85.1% | $12,688-80.5% | $13,402-81.5% |