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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 | $935,270 | $162,136+476.8% | $152,301+514.1% | $154,746+504.4% |
| Participation rate | 92.3% | 84.1%+8.2pp | 82.4%+9.9pp | 80.7%+11.6pp |
| Annual return | 5.99% | 91.02%-85.0pp | 80.50%-74.5pp | 172.34%-166.3pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $14,677 | $8,341+76.0% | $8,004+83.4% | $6,730+118.1% |
| Admin fee / account holder | $101,379 | $15,759+543.3% | $14,398+604.1% | $14,365+605.7% |