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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 | $389,704 | $209,425+86.1% | $178,499+118.3% | $158,966+145.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -18.16% | 188.80%-207.0pp | 151.10%-169.3pp | 302.95%-321.1pp |
| Employer contribution / active EE | $1,567 | $5,707-72.5% | $5,011-68.7% | $4,762-67.1% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,247 | $17,078-75.1% | $13,986-69.6% | $11,250-62.3% |