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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 | $313,539 | $228,395+37.3% | $185,861+68.7% | $158,982+97.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.58% | 40.82%-22.2pp | 35.96%-17.4pp | 302.99%-284.4pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,567 | $6,417-60.0% | $5,634-54.4% | $5,983-57.1% |
| Admin fee / account holder | $2,286 | $11,869-80.7% | $9,503-75.9% | $11,252-79.7% |