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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 | $656,791 | $131,835+398.2% | $108,582+504.9% | $273,972+139.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -7.11% | -91.57%+84.5pp | -51.70%+44.6pp | 41.46%-48.6pp |
| Employer contribution / active EE | $14,575 | $4,913+196.7% | $3,758+287.8% | $4,869+199.4% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $29,921 | $10,253+191.8% | $7,645+291.4% | $10,133+195.3% |