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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 | $770,052 | $201,259+282.6% | $184,200+318.1% | $145,959+427.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.26% | 28.98%-20.7pp | 28.80%-20.5pp | 561.95%-553.7pp |
| Employer contribution / active EE | $955 | $7,018-86.4% | $6,424-85.1% | $4,661-79.5% |
| Participant deferral / active EE | $4,455 | $9,806-54.6% | $9,132-51.2% | $6,689-33.4% |
| Admin fee / account holder | $18,210 | $16,372+11.2% | $13,907+30.9% | $13,398+35.9% |