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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 | $1,030,099 | $140,578+632.8% | $100,671+923.2% | $125,389+721.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -3.84% | 24.67%-28.5pp | 20.43%-24.3pp | 282.24%-286.1pp |
| Employer contribution / active EE | $26,500 | $5,965+344.2% | $4,012+560.5% | $4,866+444.6% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,352-100.0% |
| Admin fee / account holder | $30,935 | $6,716+360.6% | $4,850+537.9% | $9,541+224.2% |