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Employer 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 | $742,779 | $183,592+304.6% | $155,567+377.5% | $145,959+408.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.41% | 61.24%-54.8pp | 64.74%-58.3pp | 561.95%-555.5pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $7,500 | $6,464+16.0% | $5,628+33.3% | $6,689+12.1% |
| Admin fee / account holder | $512,260 | $19,318+2551.7% | $15,916+3118.4% | $13,398+3723.5% |