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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 | $258,452 | $197,819+30.7% | $155,789+65.9% | $125,389+106.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -4.22% | 86.73%-91.0pp | 71.54%-75.8pp | 282.24%-286.5pp |
| Employer contribution / active EE | $11,429 | $4,850+135.6% | $3,839+197.7% | $4,866+134.9% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $10,803 | $9,544+13.2% | $7,477+44.5% | $9,541+13.2% |