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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 | $714,527 | $61,815+1055.9% | $97,295+634.4% | $80,959+782.6% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | -4.00% | -558.73%+554.7pp | 75.62%-79.6pp | 35.67%-39.7pp |
| Employer contribution / active EE | $8,597 | $1,836+368.1% | $2,723+215.7% | $2,757+211.8% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,264-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,600 | $5,166-30.3% | $5,646-36.2% | $6,925-48.0% |