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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 | $411,835 | $149,778+175.0% | $118,946+246.2% | $158,966+159.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | -1.20% | 19.95%-21.2pp | 35.89%-37.1pp | 302.95%-304.2pp |
| Employer contribution / active EE | $2,581 | $4,117-37.3% | $3,263-20.9% | $4,762-45.8% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $44,269 | $8,604+414.5% | $6,581+572.7% | $11,250+293.5% |