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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 | $262,630 | $109,905+139.0% | $98,506+166.6% | $167,553+56.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 1.91% | 1960.20%-1958.3pp | 1494.92%-1493.0pp | 478.89%-477.0pp |
| Employer contribution / active EE | $12,500 | $3,226+287.5% | $2,961+322.1% | $4,840+158.3% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $7,797 | $6,760+15.3% | $5,955+30.9% | $12,316-36.7% |