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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 | $439,121 | $198,457+121.3% | $170,435+157.6% | $147,586+197.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | -13.45% | 257.30%-270.8pp | 205.94%-219.4pp | 578.59%-592.0pp |
| Employer contribution / active EE | $16,517 | $6,183+167.1% | $5,432+204.1% | $4,876+238.7% |
| Participant deferral / active EE | $579 | $5,629-89.7% | $4,939-88.3% | $5,439-89.4% |
| Admin fee / account holder | $2,325 | $16,852-86.2% | $13,881-83.3% | $10,886-78.6% |