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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 | $668,199 | $156,963+325.7% | $121,204+451.3% | $139,466+379.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | -2.02% | 1476.75%-1478.8pp | 987.18%-989.2pp | 373.66%-375.7pp |
| Employer contribution / active EE | $35,023 | $5,544+531.7% | $4,170+739.9% | $4,754+636.7% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,712-100.0% |
| Admin fee / account holder | $24,446 | $6,953+251.6% | $5,651+332.6% | $11,409+114.3% |