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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 | $981,778 | $138,078+611.0% | $125,363+683.1% | $134,509+629.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -24.88% | 750.49%-775.4pp | 572.15%-597.0pp | 418.13%-443.0pp |
| Employer contribution / active EE | $1,942 | $5,245-63.0% | $4,815-59.7% | $4,741-59.0% |
| Participant deferral / active EE | $2,355 | $7,800-69.8% | $7,447-68.4% | $6,400-63.2% |
| Admin fee / account holder | $33,457 | $11,566+189.3% | $10,005+234.4% | $11,427+192.8% |