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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 | $287,043 | $184,000+56.0% | $162,185+77.0% | $152,909+87.7% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.6%+1.3pp | 82.5%+6.4pp |
| Annual return | 35.06% | 150.80%-115.7pp | 115.61%-80.5pp | 345.46%-310.4pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,964 | $8,033-0.8% | $7,297+9.1% | $5,851+36.1% |
| Admin fee / account holder | $7,354 | $13,124-44.0% | $10,844-32.2% | $11,601-36.6% |