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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 | $2,145,015 | $183,516+1068.8% | $155,534+1279.1% | $145,884+1370.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -5.24% | 61.43%-66.7pp | 64.92%-70.2pp | 551.85%-557.1pp |
| Employer contribution / active EE | $2,231 | $5,315-58.0% | $4,675-52.3% | $4,662-52.1% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $846,562 | $19,293+4287.9% | $15,900+5224.4% | $13,392+6221.5% |