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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 | $418,649 | $84,684+394.4% | $73,835+467.0% | $125,388+233.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -3.74% | 3123.93%-3127.7pp | 2268.13%-2271.9pp | 282.24%-286.0pp |
| Employer contribution / active EE | $26,279 | $3,123+741.3% | $2,788+842.7% | $4,866+440.0% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,657 | $5,691-18.2% | $4,880-4.6% | $9,541-51.2% |