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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 | $291,065 | $115,814+151.3% | $101,275+187.4% | $158,982+83.1% |
| Participation rate | 94.4% | 79.4%+15.1pp | 75.8%+18.6pp | 82.0%+12.5pp |
| Annual return | -2.12% | 56.16%-58.3pp | 46.48%-48.6pp | 302.99%-305.1pp |
| Employer contribution / active EE | $11,111 | $4,176+166.1% | $3,660+203.6% | $4,763+133.3% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,041 | $7,249-85.6% | $5,948-82.5% | $11,252-90.7% |