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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 | $434,318 | $112,892+284.7% | $90,956+377.5% | $158,931+173.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | -3.39% | 215.80%-219.2pp | 134.60%-138.0pp | 302.86%-306.3pp |
| Employer contribution / active EE | $11,297 | $2,893+290.5% | $2,122+432.4% | $4,761+137.3% |
| Participant deferral / active EE | $0 | $4,127-100.0% | $3,373-100.0% | $5,982-100.0% |
| Admin fee / account holder | $7,363 | $8,042-8.4% | $5,959+23.6% | $11,247-34.5% |