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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 | $397,065 | $129,737+206.1% | $119,126+233.3% | $154,746+156.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 7.15% | 379.08%-371.9pp | 282.11%-275.0pp | 172.34%-165.2pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $12,643 | $5,842+116.4% | $5,318+137.7% | $6,730+87.8% |
| Admin fee / account holder | $58,653 | $11,961+390.4% | $10,693+448.5% | $14,365+308.3% |