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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 | $637,770 | $94,529+574.7% | $140,019+355.5% | $64,173+893.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -10.33% | 7.77%-18.1pp | 651.15%-661.5pp | 7.63%-18.0pp |
| Employer contribution / active EE | $32,742 | $3,812+758.8% | $5,605+484.1% | $2,381+1275.2% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $13,926 | $6,741+106.6% | $10,705+30.1% | $4,887+184.9% |