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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 | $380,691 | $176,402+115.8% | $134,155+183.8% | $158,950+139.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | -8.55% | 63.66%-72.2pp | 36.34%-44.9pp | 302.91%-311.5pp |
| Employer contribution / active EE | $15,000 | $5,042+197.5% | $3,705+304.9% | $4,762+215.0% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $11,361 | $8,719+30.3% | $6,685+69.9% | $11,248+1.0% |