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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 | $842,349 | $81,504+933.5% | $102,437+722.3% | $80,959+940.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | -13.00% | 25.60%-38.6pp | 24.95%-37.9pp | 35.67%-48.7pp |
| Employer contribution / active EE | $34,435 | $3,104+1009.5% | $3,871+789.6% | $2,757+1148.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $13,673 | $6,719+103.5% | $8,388+63.0% | $6,925+97.4% |