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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 | $289,662 | $160,040+81.0% | $147,096+96.9% | $145,877+98.6% |
| Participation rate | 95.5% | 84.0%+11.4pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | -12.41% | 98.49%-110.9pp | 419.75%-432.2pp | 551.28%-563.7pp |
| Employer contribution / active EE | $28,970 | $5,289+447.7% | $4,936+486.9% | $4,663+521.3% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $11,709 | $15,050-22.2% | $13,005-10.0% | $13,402-12.6% |