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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 | $696,378 | $106,008+556.9% | $92,240+655.0% | $147,586+371.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | -9.71% | 50.05%-59.8pp | 176.29%-186.0pp | 578.59%-588.3pp |
| Employer contribution / active EE | $14,596 | $4,333+236.8% | $3,680+296.7% | $4,876+199.3% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $198,339 | $6,333+3031.8% | $5,194+3718.5% | $10,886+1722.0% |