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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 | $1,555,730 | $167,353+829.6% | $143,797+981.9% | $134,545+1056.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.99% | 0.48%-24.5pp | -0.04%-23.9pp | 418.37%-442.4pp |
| Employer contribution / active EE | $61,000 | $5,620+985.3% | $4,952+1131.7% | $4,742+1186.5% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $16,697 | $18,096-7.7% | $14,679+13.7% | $11,431+46.1% |