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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 | $521,077 | $160,059+225.6% | $140,019+272.1% | $135,380+284.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.25% | 911.48%-922.7pp | 651.17%-662.4pp | 519.81%-531.1pp |
| Employer contribution / active EE | $7,548 | $6,420+17.6% | $5,605+34.7% | $4,779+58.0% |
| Participant deferral / active EE | $300 | $7,641-96.1% | $6,927-95.7% | $5,609-94.7% |
| Admin fee / account holder | $3,664 | $13,328-72.5% | $10,705-65.8% | $10,828-66.2% |