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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 | $302,541 | $138,078+119.1% | $125,363+141.3% | $134,509+124.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.04% | 750.49%-771.5pp | 572.15%-593.2pp | 418.13%-439.2pp |
| Employer contribution / active EE | $7,500 | $5,245+43.0% | $4,815+55.8% | $4,741+58.2% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,220 | $11,566-72.2% | $10,005-67.8% | $11,427-71.8% |