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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 | $648,091 | $57,140+1034.2% | $85,240+660.3% | $80,959+700.5% |
| Participation rate | 96.3% | 56.4%+39.9pp | 67.5%+28.8pp | 67.7%+28.6pp |
| Annual return | 7.22% | 21.71%-14.5pp | 66.75%-59.5pp | 35.67%-28.5pp |
| Employer contribution / active EE | $1,515 | $1,802-15.9% | $2,735-44.6% | $2,757-45.1% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,527-100.0% | $4,300-100.0% |
| Admin fee / account holder | $23,317 | $4,992+367.1% | $6,165+278.2% | $6,925+236.7% |