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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 | $58,848+870.1% | $88,179+547.4% | $82,637+590.8% |
| Participation rate | 92.3% | 57.9%+34.4pp | 69.1%+23.2pp | 68.1%+24.3pp |
| Annual return | 3.67% | 22.76%-19.1pp | 64.97%-61.3pp | 53.51%-49.8pp |
| Employer contribution / active EE | $1,615 | $1,678-3.8% | $2,549-36.6% | $2,552-36.7% |
| Participant deferral / active EE | $0 | $3,124-100.0% | $4,614-100.0% | $4,126-100.0% |
| Admin fee / account holder | $157,883 | $4,795+3192.5% | $7,673+1957.6% | $7,339+2051.3% |