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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 | $268,944 | $114,119+135.7% | $107,187+150.9% | $138,895+93.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 8.51% | 273.21%-264.7pp | 204.55%-196.0pp | 145.39%-136.9pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,364 | $5,538+14.9% | $5,096+24.9% | $6,396-0.5% |
| Admin fee / account holder | $199,358 | $10,024+1888.9% | $9,162+2075.9% | $12,562+1487.0% |