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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 | $1,565,105 | $165,361+846.5% | $149,715+945.4% | $158,950+884.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -14.68% | 348.24%-362.9pp | 276.66%-291.3pp | 302.91%-317.6pp |
| Employer contribution / active EE | $1,250 | $5,103-75.5% | $4,645-73.1% | $4,762-73.8% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $87,620 | $10,808+710.7% | $9,310+841.2% | $11,248+679.0% |