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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 | $539,420 | $167,362+222.3% | $143,799+275.1% | $134,532+301.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -44.87% | 0.47%-45.3pp | -0.04%-44.8pp | 418.27%-463.1pp |
| Employer contribution / active EE | $14,439 | $5,620+156.9% | $4,952+191.6% | $4,741+204.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $327 | $18,094-98.2% | $14,677-97.8% | $11,429-97.1% |