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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 | $317,809 | $172,111+84.7% | $150,298+111.5% | $137,256+131.5% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | -1.67% | 69.37%-71.0pp | 62.79%-64.5pp | 220.34%-222.0pp |
| Employer contribution / active EE | $16,833 | $4,636+263.1% | $4,154+305.2% | $4,156+305.0% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $9,210 | $16,471-44.1% | $14,116-34.8% | $12,270-24.9% |