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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 | $854,772 | $142,361+500.4% | $119,608+614.6% | $134,509+535.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -25.42% | -12.46%-13.0pp | -14.98%-10.4pp | 418.13%-443.6pp |
| Employer contribution / active EE | $15,434 | $5,224+195.5% | $4,232+264.7% | $4,741+225.6% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,400-100.0% |
| Admin fee / account holder | $12,181 | $13,588-10.4% | $10,326+18.0% | $11,427+6.6% |