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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 | $253,012 | $157,276+60.9% | $141,177+79.2% | $152,885+65.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.09% | 64.33%-48.2pp | 71.40%-55.3pp | 345.39%-329.3pp |
| Employer contribution / active EE | $610 | $5,262-88.4% | $4,736-87.1% | $4,763-87.2% |
| Participant deferral / active EE | $7,608 | $7,110+7.0% | $6,710+13.4% | $5,851+30.0% |
| Admin fee / account holder | $17,910 | $12,123+47.7% | $10,263+74.5% | $11,598+54.4% |