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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 | $394,075 | $138,114+185.3% | $125,391+214.3% | $134,545+192.9% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -22.36% | 750.88%-773.2pp | 572.41%-594.8pp | 418.37%-440.7pp |
| Employer contribution / active EE | $14,218 | $5,246+171.0% | $4,816+195.2% | $4,742+199.9% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $11,596 | $11,570+0.2% | $10,009+15.9% | $11,431+1.4% |