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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 | $277,422 | $165,399+67.7% | $149,745+85.3% | $158,982+74.5% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.8pp | 82.0%-9.2pp |
| Annual return | 27.29% | 348.34%-321.0pp | 276.72%-249.4pp | 302.99%-275.7pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,504 | $7,183+4.5% | $6,843+9.7% | $5,983+25.4% |
| Admin fee / account holder | $81,173 | $10,811+650.8% | $9,312+771.7% | $11,252+621.4% |