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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 | $288,333 | $88,707+225.0% | $74,184+288.7% | $273,972+5.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -34.47% | 11.94%-46.4pp | 17.74%-52.2pp | 41.46%-75.9pp |
| Employer contribution / active EE | $32,673 | $3,159+934.2% | $2,370+1278.5% | $4,869+571.1% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $10,131 | $8,717+16.2% | $5,586+81.4% | $10,1330% |