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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 | $442,944 | $185,883+138.3% | $170,043+160.5% | $139,466+217.6% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 8.32% | 60.54%-52.2pp | 53.40%-45.1pp | 373.66%-365.3pp |
| Employer contribution / active EE | $341 | $7,596-95.5% | $6,790-95.0% | $4,754-92.8% |
| Participant deferral / active EE | $6,058 | $11,626-47.9% | $10,410-41.8% | $6,712-9.7% |
| Admin fee / account holder | $14,302 | $15,393-7.1% | $12,824+11.5% | $11,409+25.4% |