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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 | $570,881 | $57,590+891.3% | $86,233+562.0% | $82,448+592.4% |
| Participation rate | 92.3% | 57.9%+34.4pp | 69.0%+23.3pp | 68.1%+24.2pp |
| Annual return | 3.67% | 22.41%-18.7pp | 61.39%-57.7pp | 41.64%-38.0pp |
| Employer contribution / active EE | $1,615 | $1,655-2.4% | $2,504-35.5% | $2,551-36.7% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $4,559-100.0% | $4,139-100.0% |
| Admin fee / account holder | $157,883 | $4,730+3237.7% | $8,342+1792.6% | $7,234+2082.4% |