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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 | $1,130,300 | $105,960+966.7% | $81,726+1283.0% | $158,982+611.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 9.15% | 38.19%-29.0pp | 29.49%-20.3pp | 302.99%-293.8pp |
| Employer contribution / active EE | $0 | $7,805-100.0% | $4,311-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,371 | $13,011-58.7% | $7,108-24.4% | $5,983-10.2% |
| Admin fee / account holder | $70,301 | $8,494+727.6% | $5,160+1262.4% | $11,252+524.8% |