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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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $445,830 | $202,440+120.2% | $169,390+163.2% | $139,466+219.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 20.44% | 532.36%-511.9pp | 406.07%-385.6pp | 373.66%-353.2pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $28,750 | $6,940+314.3% | $6,222+362.0% | $6,712+328.3% |
| Admin fee / account holder | $1,483 | $10,722-86.2% | $9,015-83.5% | $11,409-87.0% |