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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 | $567,116 | $115,814+389.7% | $101,275+460.0% | $158,982+256.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -7.54% | 56.16%-63.7pp | 46.48%-54.0pp | 302.99%-310.5pp |
| Employer contribution / active EE | $30,340 | $4,176+626.6% | $3,660+728.9% | $4,763+537.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $22,329 | $7,249+208.0% | $5,948+275.4% | $11,252+98.5% |