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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 | $392,827 | $197,819+98.6% | $155,789+152.2% | $125,389+213.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -14.03% | 86.73%-100.8pp | 71.54%-85.6pp | 282.24%-296.3pp |
| Employer contribution / active EE | $25,000 | $4,850+415.4% | $3,839+551.3% | $4,866+413.8% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $30,691 | $9,544+221.6% | $7,477+310.5% | $9,541+221.7% |