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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 | $3,526,394 | $167,522+2005.0% | $151,639+2225.5% | $134,532+2521.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -53.65% | 7.81%-61.5pp | 3.34%-57.0pp | 418.27%-471.9pp |
| Employer contribution / active EE | $40,989 | $6,828+500.3% | $6,165+564.9% | $4,741+764.5% |
| Participant deferral / active EE | $1,444 | $8,986-83.9% | $8,363-82.7% | $6,401-77.4% |
| Admin fee / account holder | $580,561 | $13,780+4113.2% | $11,613+4899.1% | $11,429+4979.9% |