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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 | $414,596 | $106,923+287.8% | $84,023+393.4% | $152,909+171.1% |
| Participation rate | 87.5% | 75.3%+12.2pp | 69.0%+18.5pp | 82.5%+5.0pp |
| Annual return | -0.18% | 105.02%-105.2pp | 71.32%-71.5pp | 345.46%-345.6pp |
| Employer contribution / active EE | $21,698 | $2,735+693.2% | $1,984+993.7% | $4,764+355.5% |
| Participant deferral / active EE | $293 | $4,013-92.7% | $3,239-91.0% | $5,851-95.0% |
| Admin fee / account holder | $3,470 | $8,289-58.1% | $6,102-43.1% | $11,601-70.1% |