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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 | $263,562 | $148,623+77.3% | $135,974+93.8% | $139,466+89.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.00% | 79.30%-68.3pp | 68.30%-57.3pp | 373.66%-362.7pp |
| Employer contribution / active EE | $915 | $5,246-82.6% | $4,859-81.2% | $4,754-80.7% |
| Participant deferral / active EE | $6,116 | $8,103-24.5% | $7,760-21.2% | $6,712-8.9% |
| Admin fee / account holder | $9,093 | $12,406-26.7% | $10,767-15.5% | $11,409-20.3% |