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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 | $563,952 | $155,555+262.5% | $146,866+284.0% | $155,188+263.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.10% | 115.41%-100.3pp | 102.85%-87.7pp | 148.84%-133.7pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $12,708 | $8,044+58.0% | $7,759+63.8% | $6,531+94.6% |
| Admin fee / account holder | $69,652 | $14,755+372.0% | $13,620+411.4% | $14,480+381.0% |