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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 | $298,849 | $114,712+160.5% | $173,730+72.0% | $87,485+241.6% |
| Participation rate | 82.5% | 73.0%+9.5pp | 79.6%+2.9pp | 68.9%+13.6pp |
| Annual return | 14.05% | 20.18%-6.1pp | 19.96%-5.9pp | 26.06%-12.0pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,607 | $4,642+63.9% | $6,326+20.2% | $4,274+78.0% |
| Admin fee / account holder | $20,071 | $10,210+96.6% | $17,523+14.5% | $7,775+158.2% |