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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 | $631,579 | $125,797+402.1% | $170,043+271.4% | $75,173+740.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | -7.05% | 27.20%-34.3pp | 53.40%-60.5pp | 160.72%-167.8pp |
| Employer contribution / active EE | $45,744 | $4,616+891.0% | $6,790+573.7% | $2,671+1612.7% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,410-100.0% | $4,126-100.0% |
| Admin fee / account holder | $99,754 | $8,177+1120.0% | $12,824+677.9% | $5,651+1665.4% |