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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 | $392,978 | $138,102+184.6% | $125,381+213.4% | $134,532+192.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.17% | 750.73%-771.9pp | 572.31%-593.5pp | 418.27%-439.4pp |
| Employer contribution / active EE | $3,615 | $5,245-31.1% | $4,815-24.9% | $4,741-23.7% |
| Participant deferral / active EE | $1,927 | $7,801-75.3% | $7,448-74.1% | $6,401-69.9% |
| Admin fee / account holder | $3,346 | $11,568-71.1% | $10,007-66.6% | $11,429-70.7% |