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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 | $391,512 | $77,976+402.1% | $81,367+381.2% | $125,393+212.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.3%+17.7pp | 83.2%+16.8pp |
| Annual return | -7.74% | -2.85%-4.9pp | -0.92%-6.8pp | 282.23%-290.0pp |
| Employer contribution / active EE | $28,148 | $4,366+544.8% | $3,930+616.3% | $4,866+478.5% |
| Participant deferral / active EE | $0 | $5,646-100.0% | $5,383-100.0% | $5,351-100.0% |
| Admin fee / account holder | $4,813 | $12,476-61.4% | $8,926-46.1% | $9,541-49.6% |