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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 | $887,202 | $99,668+790.2% | $86,451+926.2% | $134,545+559.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.66% | 6789.61%-6814.3pp | 4398.51%-4423.2pp | 418.37%-443.0pp |
| Employer contribution / active EE | $40,302 | $4,403+815.4% | $3,770+969.1% | $4,742+750.0% |
| Participant deferral / active EE | $0 | $7,249-100.0% | $6,953-100.0% | $6,401-100.0% |
| Admin fee / account holder | $11,284 | $8,377+34.7% | $6,734+67.6% | $11,431-1.3% |