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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 | $868,486 | $134,817+544.2% | $123,973+600.5% | $155,188+459.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 4.74% | 515.49%-510.8pp | 388.13%-383.4pp | 148.84%-144.1pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $30,724 | $5,706+438.4% | $5,247+485.6% | $6,531+370.4% |
| Admin fee / account holder | $13,356 | $13,245+0.8% | $11,799+13.2% | $14,480-7.8% |