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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 | $1,537,579 | $138,114+1013.3% | $125,391+1126.2% | $134,545+1042.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -33.98% | 750.88%-784.9pp | 572.41%-606.4pp | 418.37%-452.4pp |
| Employer contribution / active EE | $14,496 | $5,246+176.3% | $4,816+201.0% | $4,742+205.7% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,797 | $11,570-75.8% | $10,009-72.1% | $11,431-75.5% |