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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 | $270,008 | $175,231+54.1% | $149,696+80.4% | $139,466+93.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 0.93% | 166.77%-165.8pp | 134.46%-133.5pp | 373.66%-372.7pp |
| Employer contribution / active EE | $28,194 | $5,478+414.7% | $4,821+484.8% | $4,754+493.1% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $5,500 | $16,155-66.0% | $13,212-58.4% | $11,409-51.8% |