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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 | $262,527 | $106,551+146.4% | $91,225+187.8% | $134,532+95.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -26.26% | 160.78%-187.0pp | 114.12%-140.4pp | 418.27%-444.5pp |
| Employer contribution / active EE | $9,375 | $3,331+181.4% | $2,851+228.8% | $4,741+97.7% |
| Participant deferral / active EE | $0 | $4,718-100.0% | $4,233-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,903 | $6,234-37.4% | $5,422-28.0% | $11,429-65.8% |