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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 | $768,394 | $160,059+380.1% | $140,019+448.8% | $135,379+467.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -13.02% | 911.44%-924.5pp | 651.15%-664.2pp | 519.79%-532.8pp |
| Employer contribution / active EE | $26,673 | $6,420+315.5% | $5,605+375.8% | $4,779+458.1% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $27,426 | $13,328+105.8% | $10,705+156.2% | $10,828+153.3% |