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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 | $288,928 | $167,323+72.7% | $143,770+101.0% | $134,493+114.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -37.86% | 0.47%-38.3pp | -0.04%-37.8pp | 418.01%-455.9pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $4,951-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $27,000 | $6,446+318.8% | $5,638+378.9% | $6,400+321.9% |
| Admin fee / account holder | $15,840 | $18,088-12.4% | $14,673+8.0% | $11,425+38.6% |