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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 | $259,510 | $198,457+30.8% | $170,435+52.3% | $147,586+75.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | -11.73% | 257.30%-269.0pp | 205.94%-217.7pp | 578.59%-590.3pp |
| Employer contribution / active EE | $14,445 | $6,183+133.6% | $5,432+165.9% | $4,876+196.2% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $8,006 | $16,852-52.5% | $13,881-42.3% | $10,886-26.5% |