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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 | $505,928 | $108,911+364.5% | $100,392+404.0% | $145,884+246.8% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 8.94% | 58.23%-49.3pp | 49.45%-40.5pp | 551.85%-542.9pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $18,117 | $8,459+114.2% | $8,090+124.0% | $6,690+170.8% |
| Admin fee / account holder | $474,949 | $9,698+4797.2% | $7,904+5908.9% | $13,392+3446.6% |