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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 | $534,960 | $162,821+228.6% | $133,978+299.3% | $158,982+236.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -14.12% | 41.95%-56.1pp | 45.10%-59.2pp | 302.99%-317.1pp |
| Employer contribution / active EE | $9,662 | $4,976+94.2% | $3,919+146.5% | $4,763+102.9% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $6,624 | $11,742-43.6% | $8,930-25.8% | $11,252-41.1% |