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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 | $734,289 | $211,946+246.5% | $169,452+333.3% | $135,380+442.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.73% | 3.26%-13.0pp | 1.83%-11.6pp | 519.81%-529.5pp |
| Employer contribution / active EE | $10,000 | $5,117+95.4% | $4,157+140.6% | $4,779+109.3% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8,373 | $11,472-27.0% | $9,110-8.1% | $10,828-22.7% |