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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 | $277,205 | $209,428+32.4% | $178,498+55.3% | $158,950+74.4% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | -7.79% | 188.78%-196.6pp | 151.09%-158.9pp | 302.91%-310.7pp |
| Employer contribution / active EE | $15,000 | $5,707+162.8% | $5,011+199.3% | $4,762+215.0% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,352 | $17,077-92.1% | $13,985-90.3% | $11,248-88.0% |