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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 | $254,929 | $118,854+114.5% | $96,565+164.0% | $167,497+52.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | -0.10% | 50.49%-50.6pp | 37.78%-37.9pp | 478.62%-478.7pp |
| Employer contribution / active EE | $1,683 | $3,119-46.0% | $2,356-28.6% | $4,838-65.2% |
| Participant deferral / active EE | $0 | $4,615-100.0% | $3,848-100.0% | $6,341-100.0% |
| Admin fee / account holder | $47,772 | $8,065+492.3% | $6,181+672.9% | $12,310+288.1% |