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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 | $284,352 | $160,059+77.7% | $140,019+103.1% | $135,379+110.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -12.05% | 911.44%-923.5pp | 651.15%-663.2pp | 519.79%-531.8pp |
| Employer contribution / active EE | $29,302 | $6,420+356.4% | $5,605+422.7% | $4,779+513.1% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $734 | $13,328-94.5% | $10,705-93.1% | $10,828-93.2% |