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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 | $417,932 | $126,519+230.3% | $106,201+293.5% | $145,959+186.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | -4.88% | 225.10%-230.0pp | 116.26%-121.1pp | 561.95%-566.8pp |
| Employer contribution / active EE | $2,500 | $3,726-32.9% | $3,170-21.1% | $4,661-46.4% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,012-100.0% | $6,689-100.0% |
| Admin fee / account holder | $41,931 | $17,312+142.2% | $11,039+279.8% | $13,398+213.0% |