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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 | $364,777 | $142,392+156.2% | $119,622+204.9% | $134,532+171.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -26.05% | -12.46%-13.6pp | -14.98%-11.1pp | 418.27%-444.3pp |
| Employer contribution / active EE | $11,299 | $5,224+116.3% | $4,232+167.0% | $4,741+138.3% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $14,457 | $13,593+6.4% | $10,328+40.0% | $11,429+26.5% |