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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 | $328,959 | $167,522+96.4% | $151,639+116.9% | $134,532+144.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.91% | 7.81%-31.7pp | 3.34%-27.3pp | 418.27%-442.2pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $539 | $8,986-94.0% | $8,363-93.6% | $6,401-91.6% |
| Admin fee / account holder | $33,927 | $13,780+146.2% | $11,613+192.1% | $11,429+196.9% |