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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 | $317,085 | $137,414+130.8% | $189,545+67.3% | $85,851+269.3% |
| Participation rate | 92.3% | 84.6%+7.7pp | 87.8%+4.5pp | 69.3%+23.0pp |
| Annual return | -24.21% | 38.14%-62.4pp | 555.36%-579.6pp | 318.63%-342.8pp |
| Employer contribution / active EE | $16,423 | $4,344+278.0% | $6,162+166.5% | $2,565+540.1% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $19,882 | $8,630+130.4% | $12,049+65.0% | $6,261+217.6% |