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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 | $727,260 | $152,591+376.6% | $117,529+518.8% | $134,545+440.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -21.32% | 53.04%-74.4pp | 29.77%-51.1pp | 418.37%-439.7pp |
| Employer contribution / active EE | $61,000 | $5,576+993.9% | $4,179+1359.6% | $4,742+1186.5% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $42,433 | $7,004+505.8% | $5,645+651.6% | $11,431+271.2% |