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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 | $1,627,084 | $148,629+994.7% | $135,982+1096.5% | $139,487+1066.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -0.41% | 79.33%-79.7pp | 68.32%-68.7pp | 373.84%-374.2pp |
| Employer contribution / active EE | $5,899 | $5,247+12.4% | $4,859+21.4% | $4,755+24.1% |
| Participant deferral / active EE | $1,500 | $8,102-81.5% | $7,760-80.7% | $6,713-77.7% |
| Admin fee / account holder | $118,184 | $12,406+852.6% | $10,767+997.6% | $11,407+936.0% |