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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 | $944,278 | $110,083+757.8% | $151,645+522.7% | $68,490+1278.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -20.12% | -10.12%-10.0pp | 3.34%-23.5pp | -7.85%-12.3pp |
| Employer contribution / active EE | $40,843 | $4,470+813.7% | $6,165+562.5% | $2,597+1472.9% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $211,740 | $7,718+2643.6% | $11,614+1723.2% | $5,403+3819.0% |