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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 | $593,710 | $106,923+455.3% | $84,023+606.6% | $152,909+288.3% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | -2.04% | 105.02%-107.1pp | 71.32%-73.4pp | 345.46%-347.5pp |
| Employer contribution / active EE | $15,215 | $2,735+456.2% | $1,984+666.9% | $4,764+219.4% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,312 | $8,289-84.2% | $6,102-78.5% | $11,601-88.7% |