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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 | $264,610 | $110,093+140.4% | $97,295+172.0% | $145,897+81.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 1.79% | 244.76%-243.0pp | 75.62%-73.8pp | 552.29%-550.5pp |
| Employer contribution / active EE | $24,817 | $3,077+706.5% | $2,723+811.4% | $4,663+432.3% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $12,149 | $6,212+95.6% | $5,646+115.2% | $13,390-9.3% |