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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 | $462,449 | $108,942+324.5% | $100,415+360.5% | $145,897+217.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | -0.43% | 58.27%-58.7pp | 49.47%-49.9pp | 552.29%-552.7pp |
| Employer contribution / active EE | $2,000 | $4,422-54.8% | $3,943-49.3% | $4,663-57.1% |
| Participant deferral / active EE | $2,000 | $8,461-76.4% | $8,091-75.3% | $6,689-70.1% |
| Admin fee / account holder | $58,030 | $9,702+498.1% | $7,906+634.0% | $13,390+333.4% |