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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 | $607,927 | $117,694+416.5% | $71,755+747.2% | $134,532+351.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -24.24% | 25.33%-49.6pp | 9.09%-33.3pp | 418.27%-442.5pp |
| Employer contribution / active EE | $10,000 | $2,523+296.4% | $1,704+487.0% | $4,741+110.9% |
| Participant deferral / active EE | $0 | $3,753-100.0% | $2,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $23,837 | $6,374+274.0% | $3,972+500.1% | $11,429+108.6% |