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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 | $298,285 | $180,462+65.3% | $154,111+93.6% | $135,379+120.3% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -9.54% | 888.17%-897.7pp | 735.18%-744.7pp | 519.79%-529.3pp |
| Employer contribution / active EE | $4,500 | $6,036-25.4% | $5,298-15.1% | $4,779-5.8% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,634 | $16,145-89.9% | $13,411-87.8% | $10,828-84.9% |