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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 | $374,231 | $82,674+352.7% | $125,363+198.5% | $68,495+446.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.95% | -5.97%-14.0pp | 572.15%-592.1pp | -7.84%-12.1pp |
| Employer contribution / active EE | $15,304 | $3,382+352.6% | $4,815+217.9% | $2,596+489.4% |
| Participant deferral / active EE | $1,785 | $6,111-70.8% | $7,447-76.0% | $4,028-55.7% |
| Admin fee / account holder | $4,155 | $6,276-33.8% | $10,005-58.5% | $5,403-23.1% |