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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 | $5,150,667 | $100,041+5048.5% | $149,718+3340.2% | $70,131+7244.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | -4.79% | 27.43%-32.2pp | 1501.67%-1506.5pp | 73.14%-77.9pp |
| Employer contribution / active EE | $30,740 | $3,662+739.5% | $5,445+464.6% | $2,342+1212.3% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,569-100.0% | $3,332-100.0% |
| Admin fee / account holder | $538,193 | $8,286+6395.0% | $11,283+4670.1% | $4,645+11485.4% |