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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 | $865,736 | $154,193+461.5% | $130,045+565.7% | $139,466+520.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -7.80% | 32.51%-40.3pp | -137.30%+129.5pp | 373.66%-381.5pp |
| Employer contribution / active EE | $35,683 | $5,292+574.3% | $4,321+725.7% | $4,754+650.6% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $171,447 | $13,989+1125.6% | $10,600+1517.4% | $11,409+1402.8% |