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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 | $282,936 | $171,272+65.2% | $127,803+121.4% | $152,897+85.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | -30.46% | 23.54%-54.0pp | 26.14%-56.6pp | 345.43%-375.9pp |
| Employer contribution / active EE | $10,000 | $5,451+83.4% | $4,576+118.6% | $4,764+109.9% |
| Participant deferral / active EE | $0 | $7,043-100.0% | $6,023-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,268 | $14,540-91.3% | $9,399-86.5% | $11,599-89.1% |