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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 | $112,933+284.6% | $90,970+377.4% | $158,982+173.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | -3.39% | 215.82%-219.2pp | 134.60%-138.0pp | 302.99%-306.4pp |
| Employer contribution / active EE | $11,297 | $2,893+290.4% | $2,122+432.4% | $4,763+137.2% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,363 | $8,047-8.5% | $5,961+23.5% | $11,252-34.6% |