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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 | $1,036,694 | $166,020+524.4% | $164,866+528.8% | $145,959+610.3% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.9pp |
| Annual return | -4.11% | 100.08%-104.2pp | 69.97%-74.1pp | 561.95%-566.1pp |
| Employer contribution / active EE | $1,099 | $5,275-79.2% | $4,343-74.7% | $4,661-76.4% |
| Participant deferral / active EE | $2,828 | $6,961-59.4% | $6,033-53.1% | $6,689-57.7% |
| Admin fee / account holder | $63,523 | $16,644+281.7% | $12,689+400.6% | $13,398+374.1% |