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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 | $266,481 | $92,684+187.5% | $82,706+222.2% | $134,509+98.1% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -21.41% | 945.84%-967.3pp | 701.76%-723.2pp | 418.13%-439.5pp |
| Employer contribution / active EE | $8,996 | $3,272+175.0% | $3,007+199.1% | $4,741+89.8% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,692 | $5,982-55.0% | $5,329-49.5% | $11,427-76.4% |