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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 | $337,372 | $138,078+144.3% | $125,363+169.1% | $134,509+150.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.94% | 750.49%-771.4pp | 572.15%-593.1pp | 418.13%-439.1pp |
| Employer contribution / active EE | $21,004 | $5,245+300.5% | $4,815+336.2% | $4,741+343.1% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $4,189 | $11,566-63.8% | $10,005-58.1% | $11,427-63.3% |