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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 | $507,707 | $183,516+176.7% | $155,534+226.4% | $145,884+248.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.71% | 61.43%-55.7pp | 64.92%-59.2pp | 551.85%-546.1pp |
| Employer contribution / active EE | $777 | $5,315-85.4% | $4,675-83.4% | $4,662-83.3% |
| Participant deferral / active EE | $2,200 | $6,467-66.0% | $5,630-60.9% | $6,690-67.1% |
| Admin fee / account holder | $73,386 | $19,293+280.4% | $15,900+361.6% | $13,392+448.0% |