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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 | $371,274 | $142,392+160.7% | $119,622+210.4% | $134,532+176.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -22.24% | -12.46%-9.8pp | -14.98%-7.3pp | 418.27%-440.5pp |
| Employer contribution / active EE | $26,129 | $5,224+400.2% | $4,232+517.4% | $4,741+451.1% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,521 | $13,593-88.8% | $10,328-85.3% | $11,429-86.7% |