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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 | $315,917 | $152,587+107.0% | $125,175+152.4% | $152,870+106.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | -11.28% | 54.84%-66.1pp | 43.79%-55.1pp | 345.34%-356.6pp |
| Employer contribution / active EE | $1,333 | $4,946-73.0% | $3,865-65.5% | $4,763-72.0% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,850-100.0% |
| Admin fee / account holder | $17,102 | $13,434+27.3% | $9,702+76.3% | $11,597+47.5% |