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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 | $285,893 | $86,949+228.8% | $102,460+179.0% | $80,959+253.1% |
| Participation rate | 70.4% | 72.4%-2.0pp | 76.5%-6.1pp | 67.7%+2.7pp |
| Annual return | 9.47% | 18.89%-9.4pp | 29.47%-20.0pp | 35.67%-26.2pp |
| Employer contribution / active EE | $135 | $2,370-94.3% | $3,025-95.5% | $2,757-95.1% |
| Participant deferral / active EE | $4,180 | $4,121+1.4% | $5,056-17.3% | $4,300-2.8% |
| Admin fee / account holder | $7,726 | $8,048-4.0% | $9,460-18.3% | $6,925+11.6% |