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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 | $272,127 | $162,821+67.1% | $133,978+103.1% | $158,982+71.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 39.44% | 41.95%-2.5pp | 45.10%-5.7pp | 302.99%-263.6pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $21,667 | $5,910+266.6% | $5,047+329.3% | $5,983+262.1% |
| Admin fee / account holder | $49,375 | $11,742+320.5% | $8,930+452.9% | $11,252+338.8% |