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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 | $405,286 | $109,905+268.8% | $98,506+311.4% | $167,553+141.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 5.29% | 1960.20%-1954.9pp | 1494.92%-1489.6pp | 478.89%-473.6pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $23,591 | $4,674+404.7% | $4,277+451.6% | $6,343+271.9% |
| Admin fee / account holder | $4,546 | $6,760-32.8% | $5,955-23.7% | $12,316-63.1% |