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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 | $334,908 | $107,368+211.9% | $92,915+260.4% | $152,909+119.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | -4.01% | 145.64%-149.7pp | 109.45%-113.5pp | 345.46%-349.5pp |
| Employer contribution / active EE | $19,618 | $4,222+364.6% | $3,653+437.0% | $4,764+311.8% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $12,773 | $7,082+80.3% | $5,796+120.4% | $11,601+10.1% |