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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 | $299,879 | $93,598+220.4% | $135,974+120.5% | $75,173+298.9% |
| Participation rate | 89.2% | 75.2%+14.0pp | 81.9%+7.2pp | 67.2%+22.0pp |
| Annual return | 17.09% | 30.89%-13.8pp | 68.30%-51.2pp | 160.72%-143.6pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $12,834 | $6,405+100.4% | $7,760+65.4% | $4,126+211.0% |
| Admin fee / account holder | $8,556 | $6,978+22.6% | $10,767-20.5% | $5,651+51.4% |