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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 | $366,518 | $165,381+121.6% | $149,730+144.8% | $158,966+130.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -0.97% | 348.29%-349.3pp | 276.70%-277.7pp | 302.95%-303.9pp |
| Employer contribution / active EE | $2,450 | $5,104-52.0% | $4,645-47.3% | $4,762-48.6% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,547 | $10,809-76.4% | $9,310-72.6% | $11,250-77.4% |