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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 | $512,731 | $168,635+204.0% | $147,617+247.3% | $125,389+308.9% |
| Participation rate | 94.1% | 88.8%+5.3pp | 84.6%+9.5pp | 83.2%+10.9pp |
| Annual return | -4.84% | 77.65%-82.5pp | 61.98%-66.8pp | 282.24%-287.1pp |
| Employer contribution / active EE | $49,882 | $6,252+697.8% | $5,564+796.5% | $4,866+925.1% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $186,699 | $13,580+1274.8% | $11,612+1507.9% | $9,541+1856.8% |