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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 | $319,775 | $113,935+180.7% | $94,224+239.4% | $125,393+155.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -19.56% | 5.29%-24.8pp | 10.68%-30.2pp | 282.23%-301.8pp |
| Employer contribution / active EE | $40,000 | $4,727+746.2% | $3,587+1015.3% | $4,866+722.0% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,351-100.0% |
| Admin fee / account holder | $1,200 | $8,391-85.7% | $6,269-80.9% | $9,541-87.4% |