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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 | $387,459 | $105,960+265.7% | $81,726+374.1% | $158,982+143.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | -0.71% | 38.19%-38.9pp | 29.49%-30.2pp | 302.99%-303.7pp |
| Employer contribution / active EE | $22,056 | $7,805+182.6% | $4,311+411.6% | $4,763+363.1% |
| Participant deferral / active EE | $0 | $13,011-100.0% | $7,108-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,499 | $8,494-70.6% | $5,160-51.6% | $11,252-77.8% |