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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 | $330,593 | $165,399+99.9% | $149,745+120.8% | $158,982+107.9% |
| Participation rate | 84.6% | 84.6%0pp | 82.5%+2.1pp | 82.0%+2.6pp |
| Annual return | 3.51% | 348.34%-344.8pp | 276.72%-273.2pp | 302.99%-299.5pp |
| Employer contribution / active EE | $597 | $5,105-88.3% | $4,646-87.1% | $4,763-87.5% |
| Participant deferral / active EE | $11,539 | $7,183+60.6% | $6,843+68.6% | $5,983+92.8% |
| Admin fee / account holder | $43,245 | $10,811+300.0% | $9,312+364.4% | $11,252+284.3% |