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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 | $266,750 | $138,102+93.2% | $125,381+112.8% | $134,532+98.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.69% | 750.73%-771.4pp | 572.31%-593.0pp | 418.27%-439.0pp |
| Employer contribution / active EE | $12,417 | $5,245+136.7% | $4,815+157.9% | $4,741+161.9% |
| Participant deferral / active EE | $1,610 | $7,801-79.4% | $7,448-78.4% | $6,401-74.9% |
| Admin fee / account holder | $1,578 | $11,568-86.4% | $10,007-84.2% | $11,429-86.2% |