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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 | $267,096 | $160,070+66.9% | $147,117+81.6% | $145,897+83.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -2.12% | 98.69%-100.8pp | 420.54%-422.7pp | 552.29%-554.4pp |
| Employer contribution / active EE | $8,333 | $5,285+57.7% | $4,932+68.9% | $4,663+78.7% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $314 | $15,035-97.9% | $12,993-97.6% | $13,390-97.7% |