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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 | $487,677 | $197,637+146.8% | $177,848+174.2% | $158,982+206.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -1.21% | 58.77%-60.0pp | 48.33%-49.5pp | 302.99%-304.2pp |
| Employer contribution / active EE | $7,867 | $6,698+17.4% | $5,919+32.9% | $4,763+65.2% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $91,333 | $15,406+492.8% | $12,431+634.7% | $11,252+711.7% |