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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 | $939,426 | $138,102+580.2% | $125,381+649.3% | $134,532+598.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -34.26% | 750.73%-785.0pp | 572.31%-606.6pp | 418.27%-452.5pp |
| Employer contribution / active EE | $9,664 | $5,245+84.2% | $4,815+100.7% | $4,741+103.8% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,165 | $11,568-89.9% | $10,007-88.4% | $11,429-89.8% |