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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 | $350,029 | $75,832+361.6% | $147,618+137.1% | $59,633+487.0% |
| Participation rate | 91.7% | 71.6%+20.1pp | 84.6%+7.0pp | 68.7%+23.0pp |
| Annual return | -8.90% | 0.37%-9.3pp | 61.98%-70.9pp | 2041.40%-2050.3pp |
| Employer contribution / active EE | $4,246 | $3,485+21.8% | $5,565-23.7% | $2,203+92.7% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $82,811 | $5,986+1283.5% | $11,612+613.2% | $4,297+1827.2% |