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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 | $1,640,184 | $160,070+924.7% | $147,117+1014.9% | $145,897+1024.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -11.61% | 98.69%-110.3pp | 420.54%-432.1pp | 552.29%-563.9pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $70 | $8,419-99.2% | $8,065-99.1% | $6,689-99.0% |
| Admin fee / account holder | $26,836 | $15,035+78.5% | $12,993+106.5% | $13,390+100.4% |