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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 | $556,480 | $118,708+368.8% | $98,920+462.6% | $158,966+250.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | -6.72% | 372.49%-379.2pp | 196.47%-203.2pp | 302.95%-309.7pp |
| Employer contribution / active EE | $5,000 | $3,334+50.0% | $2,689+85.9% | $4,762+5.0% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,340 | $10,134-17.7% | $6,643+25.6% | $11,250-25.9% |