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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 | $393,270 | $165,381+137.8% | $149,730+162.7% | $158,966+147.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -1.02% | 348.29%-349.3pp | 276.70%-277.7pp | 302.95%-304.0pp |
| Employer contribution / active EE | $39,810 | $5,104+680.0% | $4,645+757.0% | $4,762+735.9% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $88,808 | $10,809+721.6% | $9,310+853.9% | $11,250+689.4% |