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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 | $398,658 | $226,105+76.3% | $182,540+118.4% | $152,897+160.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | -4.34% | 192.58%-196.9pp | 148.58%-152.9pp | 345.43%-349.8pp |
| Employer contribution / active EE | $32,745 | $4,978+557.7% | $4,076+703.4% | $4,764+587.4% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $93,578 | $10,706+774.1% | $8,593+989.0% | $11,599+706.8% |