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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 | $262,518 | $138,075+90.1% | $123,552+112.5% | $135,379+93.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -37.37% | 153.70%-191.1pp | 119.20%-156.6pp | 519.79%-557.2pp |
| Employer contribution / active EE | $15,772 | $5,152+206.1% | $4,628+240.8% | $4,779+230.0% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $11,677 | $10,917+7.0% | $9,285+25.8% | $10,828+7.8% |