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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 | $386,737 | $78,423+393.1% | $95,964+303.0% | $79,856+384.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | -25.20% | 19.37%-44.6pp | 91.64%-116.8pp | 31.71%-56.9pp |
| Employer contribution / active EE | $9,242 | $1,945+375.1% | $2,541+263.7% | $2,471+274.0% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $13,679 | $5,622+143.3% | $6,797+101.2% | $5,306+157.8% |