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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 | $395,364 | $211,224+87.2% | $178,505+121.5% | $145,897+171.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -7.81% | 30.28%-38.1pp | 27.16%-35.0pp | 552.29%-560.1pp |
| Employer contribution / active EE | $36,230 | $4,577+691.6% | $3,955+816.0% | $4,663+677.0% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $16,484 | $12,109+36.1% | $10,428+58.1% | $13,390+23.1% |