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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 | $372,818 | $183,988+102.6% | $162,177+129.9% | $152,897+143.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | -0.90% | 150.79%-151.7pp | 115.60%-116.5pp | 345.43%-346.3pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | -$6,000 | $8,032-174.7% | $7,297-182.2% | $5,851-202.5% |
| Admin fee / account holder | $3,450 | $13,123-73.7% | $10,843-68.2% | $11,599-70.3% |