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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 | $755,950 | $156,963+381.6% | $121,204+523.7% | $139,466+442.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | -16.96% | 1476.75%-1493.7pp | 987.18%-1004.1pp | 373.66%-390.6pp |
| Employer contribution / active EE | $26,600 | $5,544+379.8% | $4,170+537.9% | $4,754+459.5% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,712-100.0% |
| Admin fee / account holder | $25,822 | $6,953+271.4% | $5,651+356.9% | $11,409+126.3% |