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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 | $397,784 | $114,119+248.6% | $107,187+271.1% | $138,895+186.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 9.93% | 273.21%-263.3pp | 204.55%-194.6pp | 145.39%-135.5pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $16,575 | $5,538+199.3% | $5,096+225.3% | $6,396+159.1% |
| Admin fee / account holder | $2,045 | $10,024-79.6% | $9,162-77.7% | $12,562-83.7% |