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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 | $471,164 | $107,941+336.5% | $91,994+412.2% | $152,909+208.1% |
| Participation rate | 93.8% | 81.2%+12.6pp | 78.6%+15.1pp | 82.5%+11.3pp |
| Annual return | -0.78% | 89.28%-90.1pp | 69.04%-69.8pp | 345.46%-346.2pp |
| Employer contribution / active EE | $12,795 | $4,212+203.8% | $3,453+270.6% | $4,764+168.6% |
| Participant deferral / active EE | $0 | $6,366-100.0% | $5,924-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,016 | $10,521-42.8% | $7,744-22.3% | $11,601-48.1% |