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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 | $366,666 | $138,114+165.5% | $125,391+192.4% | $134,545+172.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -40.39% | 750.88%-791.3pp | 572.41%-612.8pp | 418.37%-458.8pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $600 | $7,801-92.3% | $7,448-91.9% | $6,401-90.6% |
| Admin fee / account holder | $62,104 | $11,570+436.8% | $10,009+520.5% | $11,431+443.3% |