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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 | $297,031 | $102,696+189.2% | $86,235+244.4% | $139,487+112.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | -5.04% | 1925.91%-1930.9pp | 1170.03%-1175.1pp | 373.84%-378.9pp |
| Employer contribution / active EE | $6,734 | $3,034+122.0% | $2,381+182.8% | $4,755+41.6% |
| Participant deferral / active EE | $0 | $4,679-100.0% | $3,987-100.0% | $6,713-100.0% |
| Admin fee / account holder | $18,800 | $8,667+116.9% | $6,856+174.2% | $11,407+64.8% |