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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 | $323,495 | $175,257+84.6% | $149,717+116.1% | $139,456+132.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -11.39% | 166.70%-178.1pp | 134.41%-145.8pp | 373.45%-384.8pp |
| Employer contribution / active EE | $66,313 | $5,477+1110.8% | $4,820+1275.9% | $4,753+1295.3% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $260,886 | $16,156+1514.8% | $13,213+1874.5% | $11,407+2187.1% |