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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 | $412,734 | $106,008+289.3% | $92,240+347.5% | $147,586+179.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 0.80% | 50.05%-49.2pp | 176.29%-175.5pp | 578.59%-577.8pp |
| Employer contribution / active EE | $12,933 | $4,333+198.5% | $3,680+251.5% | $4,876+165.2% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $647,220 | $6,333+10119.8% | $5,194+12360.7% | $10,886+5845.6% |