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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 | $953,316 | $129,960+633.5% | $104,299+814.0% | $134,545+608.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -22.60% | 42.06%-64.7pp | 24.62%-47.2pp | 418.37%-441.0pp |
| Employer contribution / active EE | $11,495 | $4,186+174.6% | $3,373+240.8% | $4,742+142.4% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $14,142 | $9,324+51.7% | $7,339+92.7% | $11,431+23.7% |