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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 | $393,292 | $167,362+135.0% | $143,799+173.5% | $134,532+192.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -34.34% | 0.47%-34.8pp | -0.04%-34.3pp | 418.27%-452.6pp |
| Employer contribution / active EE | $16,467 | $5,620+193.0% | $4,952+232.5% | $4,741+247.3% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,053 | $18,094-61.0% | $14,677-51.9% | $11,429-38.3% |