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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 | $1,115,331 | $96,558+1055.1% | $80,977+1277.3% | $273,972+307.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | -6.62% | 15.14%-21.8pp | 17.11%-23.7pp | 41.46%-48.1pp |
| Employer contribution / active EE | $3,500 | $4,869-28.1% | $3,715-5.8% | $4,869-28.1% |
| Participant deferral / active EE | $0 | $6,598-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $66,810 | $7,493+791.6% | $5,517+1111.1% | $10,133+559.4% |