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Employer 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 | $16,107,840 | $92,743+17268.3% | $82,744+19367.1% | $134,532+11873.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.26% | 946.63%-967.9pp | 702.22%-723.5pp | 418.27%-439.5pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $24,833 | $4,802+417.2% | $4,395+465.1% | $6,401+288.0% |
| Admin fee / account holder | $23,074 | $5,977+286.0% | $5,325+333.3% | $11,429+101.9% |