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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 | $318,941 | $185,225+72.2% | $142,898+123.2% | $167,536+90.4% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 1.00% | 8558.12%-8557.1pp | 5639.64%-5638.6pp | 478.82%-477.8pp |
| Employer contribution / active EE | $58,000 | $5,607+934.4% | $4,146+1299.0% | $4,839+1098.6% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $3,838-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,596 | $8,032-80.1% | $6,560-75.7% | $12,315-87.0% |