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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 | $487,467 | $47,848+918.8% | $81,473+498.3% | $70,126+595.1% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 12.56% | 27.25%-14.7pp | 38.78%-26.2pp | 73.15%-60.6pp |
| Employer contribution / active EE | $22,208 | $1,527+1354.3% | $2,568+764.8% | $2,343+848.1% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $95,426 | $3,145+2934.4% | $4,561+1992.1% | $4,645+1954.2% |