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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 | $2,105,971 | $127,298+1554.4% | $109,916+1816.0% | $167,553+1156.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | -2.14% | 22.97%-25.1pp | 29.46%-31.6pp | 478.89%-481.0pp |
| Employer contribution / active EE | $3,333 | $3,325+0.3% | $2,844+17.2% | $4,840-31.1% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $4,047-100.0% | $6,343-100.0% |
| Admin fee / account holder | $137,990 | $7,119+1838.3% | $6,069+2173.6% | $12,316+1020.4% |