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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 | $81,457+934.1% | $103,378+714.8% | $80,911+941.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | -13.00% | 25.58%-38.6pp | 24.91%-37.9pp | 35.63%-48.6pp |
| Employer contribution / active EE | $34,435 | $3,107+1008.2% | $3,870+789.7% | $2,756+1149.5% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $13,673 | $6,717+103.6% | $8,401+62.8% | $6,935+97.2% |