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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 | $431,892 | $80,983+433.3% | $96,544+347.4% | $75,177+474.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | -11.11% | 27.05%-38.2pp | 25.88%-37.0pp | 160.75%-171.9pp |
| Employer contribution / active EE | $33,276 | $2,282+1357.9% | $2,966+1021.8% | $2,671+1145.8% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $15,561 | $6,717+131.7% | $8,254+88.5% | $5,651+175.4% |