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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 | $1,944,485 | $180,028+980.1% | $138,135+1307.7% | $158,982+1123.1% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | -7.33% | 21.68%-29.0pp | 20.51%-27.8pp | 302.99%-310.3pp |
| Employer contribution / active EE | $0 | $7,470-100.0% | $5,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,074 | $7,717-47.2% | $6,431-36.7% | $5,983-31.9% |
| Admin fee / account holder | $77,880 | $17,912+334.8% | $11,856+556.9% | $11,252+592.2% |