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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 | $622,258 | $202,440+207.4% | $169,390+267.4% | $139,466+346.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | -0.91% | 532.36%-533.3pp | 406.07%-407.0pp | 373.66%-374.6pp |
| Employer contribution / active EE | $45,538 | $4,693+870.4% | $4,013+1034.9% | $4,754+857.9% |
| Participant deferral / active EE | $0 | $6,940-100.0% | $6,222-100.0% | $6,712-100.0% |
| Admin fee / account holder | $7,394 | $10,722-31.0% | $9,015-18.0% | $11,409-35.2% |