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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 | $389,933 | $157,304+147.9% | $141,197+176.2% | $152,909+155.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -0.16% | 64.34%-64.5pp | 71.41%-71.6pp | 345.46%-345.6pp |
| Employer contribution / active EE | $24,824 | $5,263+371.7% | $4,736+424.1% | $4,764+421.1% |
| Participant deferral / active EE | $208 | $7,111-97.1% | $6,710-96.9% | $5,851-96.4% |
| Admin fee / account holder | $7,615 | $12,126-37.2% | $10,265-25.8% | $11,601-34.4% |