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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 | $343,408 | $168,635+103.6% | $147,617+132.6% | $125,389+173.9% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | -9.01% | 77.65%-86.7pp | 61.98%-71.0pp | 282.24%-291.2pp |
| Employer contribution / active EE | $16,000 | $6,252+155.9% | $5,564+187.5% | $4,866+228.8% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,665 | $13,580-65.7% | $11,612-59.8% | $9,541-51.1% |