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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 | $115,796+516.4% | $101,264+604.9% | $158,950+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 | 302.91%-305.9pp |
| Employer contribution / active EE | $28,761 | $4,175+588.9% | $3,660+685.9% | $4,762+504.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $13,453 | $7,247+85.6% | $5,947+126.2% | $11,248+19.6% |