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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 | $502,702 | $91,559+449.0% | $133,971+275.2% | $79,852+529.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -3.97% | 61.85%-65.8pp | 45.09%-49.1pp | 31.72%-35.7pp |
| Employer contribution / active EE | $25,687 | $2,384+977.6% | $3,919+555.5% | $2,471+939.5% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $20,203 | $6,321+219.6% | $8,929+126.3% | $5,306+280.7% |