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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 | $138,102+610.9% | $125,381+683.0% | $134,532+629.8% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -24.88% | 750.73%-775.6pp | 572.31%-597.2pp | 418.27%-443.1pp |
| Employer contribution / active EE | $1,942 | $5,245-63.0% | $4,815-59.7% | $4,741-59.0% |
| Participant deferral / active EE | $2,355 | $7,801-69.8% | $7,448-68.4% | $6,401-63.2% |
| Admin fee / account holder | $33,457 | $11,568+189.2% | $10,007+234.3% | $11,429+192.7% |