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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 | $426,734 | $232,540+83.5% | $185,117+130.5% | $147,586+189.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | -6.84% | 43.03%-49.9pp | 40.50%-47.3pp | 578.59%-585.4pp |
| Employer contribution / active EE | $14,356 | $5,195+176.3% | $4,182+243.3% | $4,876+194.4% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $838 | $10,275-91.8% | $8,159-89.7% | $10,886-92.3% |