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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 | $262,945 | $156,398+68.1% | $147,318+78.5% | $138,895+89.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 2.02% | 78.75%-76.7pp | 70.43%-68.4pp | 145.39%-143.4pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,661 | $8,237+29.4% | $7,906+34.8% | $6,396+66.7% |
| Admin fee / account holder | $30,550 | $14,976+104.0% | $13,708+122.9% | $12,562+143.2% |