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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 | $713,763 | $115,810+516.3% | $101,271+604.8% | $158,966+349.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -2.99% | 56.15%-59.1pp | 46.48%-49.5pp | 302.95%-305.9pp |
| Employer contribution / active EE | $28,761 | $4,175+588.8% | $3,660+685.8% | $4,762+503.9% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $13,453 | $7,248+85.6% | $5,948+126.2% | $11,250+19.6% |