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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 | $250,441 | $150,442+66.5% | $136,295+83.7% | $147,585+69.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -5.82% | 1049.09%-1054.9pp | 5155.97%-5161.8pp | 578.56%-584.4pp |
| Employer contribution / active EE | $7,700 | $5,256+46.5% | $4,695+64.0% | $4,876+57.9% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,942 | $10,905-27.2% | $9,243-14.1% | $10,885-27.0% |