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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 | $437,342 | $154,159+183.7% | $130,026+236.3% | $139,456+213.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -6.87% | 32.50%-39.4pp | -137.26%+130.4pp | 373.45%-380.3pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,235 | $6,710-81.6% | $5,821-78.8% | $6,711-81.6% |
| Admin fee / account holder | $4,902 | $14,001-65.0% | $10,608-53.8% | $11,407-57.0% |