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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 | $372,443 | $65,704+466.8% | $94,229+295.3% | $59,633+524.6% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -15.33% | 5.22%-20.5pp | 10.68%-26.0pp | 2041.45%-2056.8pp |
| Employer contribution / active EE | $10,199 | $2,021+404.8% | $3,587+184.4% | $2,203+363.1% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,161 | $4,265-49.3% | $6,269-65.5% | $4,297-49.7% |