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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 | $743,292 | $95,915+674.9% | $79,580+834.0% | $134,532+452.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -21.41% | -2.71%-18.7pp | 0.15%-21.6pp | 418.27%-439.7pp |
| Employer contribution / active EE | $21,706 | $3,129+593.7% | $2,413+799.4% | $4,741+357.8% |
| Participant deferral / active EE | $336 | $4,693-92.8% | $3,985-91.6% | $6,401-94.8% |
| Admin fee / account holder | $18,074 | $9,132+97.9% | $6,835+164.4% | $11,429+58.1% |