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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 | $710,205 | $212,386+234.4% | $199,883+255.3% | $138,895+411.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 7.28% | 47.75%-40.5pp | 43.81%-36.5pp | 145.39%-138.1pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $15,250 | $9,617+58.6% | $9,138+66.9% | $6,396+138.4% |
| Admin fee / account holder | $287,911 | $18,233+1479.1% | $17,268+1567.3% | $12,562+2191.9% |