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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 | $514,262 | $106,267+383.9% | $96,520+432.8% | $139,456+268.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -8.86% | 38.45%-47.3pp | 35.72%-44.6pp | 373.45%-382.3pp |
| Employer contribution / active EE | $34,362 | $4,105+737.1% | $3,739+819.1% | $4,753+623.0% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $114,665 | $7,882+1354.7% | $6,733+1603.0% | $11,407+905.2% |