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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 | $446,960 | $209,422+113.4% | $178,503+150.4% | $158,982+181.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -3.39% | 188.81%-192.2pp | 151.12%-154.5pp | 302.99%-306.4pp |
| Employer contribution / active EE | $9,566 | $5,707+67.6% | $5,011+90.9% | $4,763+100.8% |
| Participant deferral / active EE | $1,343 | $5,955-77.5% | $5,202-74.2% | $5,983-77.6% |
| Admin fee / account holder | $26,008 | $17,079+52.3% | $13,987+85.9% | $11,252+131.1% |