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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 | $690,242 | $131,835+423.6% | $108,582+535.7% | $273,972+151.9% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | -7.41% | -91.57%+84.2pp | -51.70%+44.3pp | 41.46%-48.9pp |
| Employer contribution / active EE | $30,750 | $4,913+525.9% | $3,758+718.2% | $4,869+531.6% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,487 | $10,253-75.7% | $7,645-67.5% | $10,133-75.5% |