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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 | $928,141 | $127,096+630.3% | $105,736+777.8% | $135,380+585.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -9.29% | 4.49%-13.8pp | 6.27%-15.6pp | 519.81%-529.1pp |
| Employer contribution / active EE | $44,117 | $4,107+974.3% | $3,268+1249.9% | $4,779+823.2% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $997 | $9,087-89.0% | $6,913-85.6% | $10,828-90.8% |