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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 | $297,949 | $155,555+91.5% | $146,866+102.9% | $155,188+92.0% |
| Participation rate | 81.8% | 84.0%-2.1pp | 82.5%-0.7pp | 80.8%+1.0pp |
| Annual return | 14.59% | 115.41%-100.8pp | 102.85%-88.3pp | 148.84%-134.2pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,361 | $8,044-33.4% | $7,759-30.9% | $6,531-17.9% |
| Admin fee / account holder | $2,635 | $14,755-82.1% | $13,620-80.7% | $14,480-81.8% |