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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 | $613,074 | $167,504+266.0% | $151,628+304.3% | $134,509+355.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.14% | 7.81%-30.9pp | 3.34%-26.5pp | 418.13%-441.3pp |
| Employer contribution / active EE | $20,836 | $6,828+205.2% | $6,165+238.0% | $4,741+339.5% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,147 | $13,779-77.2% | $11,613-72.9% | $11,427-72.5% |