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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 | $578,808 | $104,251+455.2% | $91,004+536.0% | $147,586+292.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | -2.52% | 27.06%-29.6pp | 4.60%-7.1pp | 578.59%-581.1pp |
| Employer contribution / active EE | $16,813 | $3,116+439.6% | $2,456+584.6% | $4,876+244.8% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $22,517 | $8,948+151.6% | $5,417+315.6% | $10,886+106.8% |