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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 | $467,480 | $86,705+439.2% | $73,309+537.7% | $125,393+272.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -4.74% | 2.78%-7.5pp | 5.67%-10.4pp | 282.23%-287.0pp |
| Employer contribution / active EE | $29,188 | $4,152+603.0% | $3,237+801.7% | $4,866+499.8% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,991-100.0% | $5,351-100.0% |
| Admin fee / account holder | $7,963 | $7,772+2.5% | $5,637+41.3% | $9,541-16.5% |