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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 | $308,011 | $89,367+244.7% | $141,191+118.2% | $72,975+322.1% |
| Participation rate | 97.0% | 75.1%+21.8pp | 82.5%+14.5pp | 69.5%+27.5pp |
| Annual return | -2.37% | 111.87%-114.2pp | 71.41%-73.8pp | 81.01%-83.4pp |
| Employer contribution / active EE | $10,817 | $3,115+247.3% | $4,736+128.4% | $2,440+343.3% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $17,333 | $5,957+191.0% | $10,264+68.9% | $5,124+238.3% |