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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 | $389,827 | $209,425+86.1% | $178,499+118.4% | $158,966+145.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -11.28% | 188.80%-200.1pp | 151.10%-162.4pp | 302.95%-314.2pp |
| Employer contribution / active EE | $21,478 | $5,707+276.3% | $5,011+328.6% | $4,762+351.0% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $17,294 | $17,078+1.3% | $13,986+23.7% | $11,250+53.7% |