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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 | $809,654 | $209,888+285.8% | $189,545+327.2% | $167,553+383.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 20.38% | 748.66%-728.3pp | 555.36%-535.0pp | 478.89%-458.5pp |
| Employer contribution / active EE | $0 | $6,915-100.0% | $6,162-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $12,123 | $8,934+35.7% | $8,220+47.5% | $6,343+91.1% |
| Admin fee / account holder | $79,618 | $14,300+456.8% | $12,049+560.8% | $12,316+546.4% |