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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 | $585,165 | $138,114+323.7% | $125,391+366.7% | $134,545+334.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -26.40% | 750.88%-777.3pp | 572.41%-598.8pp | 418.37%-444.8pp |
| Employer contribution / active EE | $38,184 | $5,246+627.9% | $4,816+692.9% | $4,742+705.3% |
| Participant deferral / active EE | $1,936 | $7,801-75.2% | $7,448-74.0% | $6,401-69.8% |
| Admin fee / account holder | $5,707 | $11,570-50.7% | $10,009-43.0% | $11,431-50.1% |