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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 | $489,001 | $165,361+195.7% | $149,715+226.6% | $158,950+207.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -8.39% | 348.24%-356.6pp | 276.66%-285.1pp | 302.91%-311.3pp |
| Employer contribution / active EE | $28,875 | $5,103+465.8% | $4,645+521.7% | $4,762+506.4% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,621 | $10,808-20.2% | $9,310-7.4% | $11,248-23.4% |