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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 | $642,423 | $102,624+526.0% | $86,200+645.3% | $139,427+360.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | -8.30% | 1922.69%-1931.0pp | 1168.58%-1176.9pp | 373.27%-381.6pp |
| Employer contribution / active EE | $20,722 | $3,033+583.2% | $2,381+770.5% | $4,752+336.1% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $3,986-100.0% | $6,711-100.0% |
| Admin fee / account holder | $11,234 | $8,658+29.7% | $6,853+63.9% | $11,404-1.5% |