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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 | $160,028+81.0% | $147,080+96.9% | $145,884+98.6% |
| Participation rate | 95.5% | 84.0%+11.4pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | -12.41% | 98.60%-111.0pp | 420.17%-432.6pp | 551.85%-564.3pp |
| Employer contribution / active EE | $28,970 | $5,286+448.1% | $4,933+487.2% | $4,662+521.4% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $11,709 | $15,030-22.1% | $12,989-9.9% | $13,392-12.6% |