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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 | $701,357 | $148,629+371.9% | $135,982+415.8% | $139,487+402.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -12.63% | 79.33%-92.0pp | 68.32%-81.0pp | 373.84%-386.5pp |
| Employer contribution / active EE | $2,500 | $5,247-52.3% | $4,859-48.5% | $4,755-47.4% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $37,500 | $12,406+202.3% | $10,767+248.3% | $11,407+228.7% |