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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 | $849,057 | $167,362+407.3% | $143,799+490.4% | $134,532+531.1% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -34.37% | 0.47%-34.8pp | -0.04%-34.3pp | 418.27%-452.6pp |
| Employer contribution / active EE | $13,988 | $5,620+148.9% | $4,952+182.5% | $4,741+195.0% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $11,047 | $18,094-38.9% | $14,677-24.7% | $11,429-3.3% |