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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 | $284,879 | $156,970+81.5% | $121,210+135.0% | $139,487+104.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 2.43% | 1477.10%-1474.7pp | 987.41%-985.0pp | 373.84%-371.4pp |
| Employer contribution / active EE | $0 | $5,546-100.0% | $4,171-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,613 | $4,849-25.5% | $4,084-11.5% | $6,713-46.2% |
| Admin fee / account holder | $247,820 | $6,947+3467.3% | $5,647+4288.3% | $11,407+2072.5% |