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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 | $61,789+1056.4% | $97,167+635.4% | $80,874+783.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | -4.00% | -557.90%+553.9pp | 75.27%-79.3pp | 35.62%-39.6pp |
| Employer contribution / active EE | $8,597 | $1,837+368.1% | $2,729+215.0% | $2,756+212.0% |
| Participant deferral / active EE | $0 | $3,028-100.0% | $4,264-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,600 | $5,168-30.3% | $5,650-36.3% | $6,935-48.1% |