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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 | $343,879 | $183,592+87.3% | $155,574+121.0% | $145,877+135.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.02% | 61.37%-57.4pp | 64.87%-60.8pp | 551.28%-547.3pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,500 | $6,466+46.9% | $5,629+68.8% | $6,691+42.0% |
| Admin fee / account holder | $15,621 | $19,316-19.1% | $15,914-1.8% | $13,402+16.6% |