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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 | $525,639 | $168,635+211.7% | $147,617+256.1% | $125,389+319.2% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -12.53% | 77.65%-90.2pp | 61.98%-74.5pp | 282.24%-294.8pp |
| Employer contribution / active EE | $13,250 | $6,252+111.9% | $5,564+138.1% | $4,866+172.3% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $5,322 | $13,580-60.8% | $11,612-54.2% | $9,541-44.2% |