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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 | $535,718 | $71,197+652.4% | $93,669+471.9% | $80,925+562.0% |
| Participation rate | 98.7% | 60.4%+38.3pp | 68.7%+30.0pp | 67.7%+31.1pp |
| Annual return | -21.91% | 11.27%-33.2pp | 133.59%-155.5pp | 35.65%-57.6pp |
| Employer contribution / active EE | $32,860 | $1,565+2000.1% | $2,424+1255.9% | $2,756+1092.2% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $4,416-100.0% | $4,299-100.0% |
| Admin fee / account holder | $27,425 | $6,959+294.1% | $8,291+230.8% | $6,940+295.2% |