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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 | $1,476,893 | $140,578+950.6% | $100,671+1367.1% | $125,389+1077.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -5.29% | 24.67%-30.0pp | 20.43%-25.7pp | 282.24%-287.5pp |
| Employer contribution / active EE | $41,875 | $5,965+602.0% | $4,012+943.7% | $4,866+760.5% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,352-100.0% |
| Admin fee / account holder | $59,678 | $6,716+788.6% | $4,850+1130.5% | $9,541+525.5% |