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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 | $387,223 | $138,102+180.4% | $125,381+208.8% | $134,532+187.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.33% | 750.73%-775.1pp | 572.31%-596.6pp | 418.27%-442.6pp |
| Employer contribution / active EE | $20,391 | $5,245+288.7% | $4,815+323.5% | $4,741+330.1% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,863 | $11,568-66.6% | $10,007-61.4% | $11,429-66.2% |