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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 | $304,090 | $90,617+235.6% | $79,476+282.6% | $135,382+124.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -10.31% | 977.57%-987.9pp | 718.21%-728.5pp | 519.77%-530.1pp |
| Employer contribution / active EE | $9,000 | $3,068+193.4% | $2,800+221.4% | $4,779+88.3% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,533 | $5,907-57.1% | $5,113-50.5% | $10,829-76.6% |