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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 | $361,048 | $101,798+254.7% | $165,071+118.7% | $80,935+346.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 5.66% | 16.73%-11.1pp | 70.17%-64.5pp | 35.66%-30.0pp |
| Employer contribution / active EE | $740 | $2,954-75.0% | $4,347-83.0% | $2,757-73.2% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $17,261 | $8,221+109.9% | $12,695+36.0% | $6,924+149.3% |