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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 | $975,302 | $148,623+556.2% | $135,974+617.3% | $139,466+599.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -9.61% | 79.30%-88.9pp | 68.30%-77.9pp | 373.66%-383.3pp |
| Employer contribution / active EE | $41,667 | $5,246+694.2% | $4,859+757.5% | $4,754+776.5% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $27,235 | $12,406+119.5% | $10,767+153.0% | $11,409+138.7% |