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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 | $914,784 | $209,336+337.0% | $197,124+364.1% | $137,256+566.5% |
| Participation rate | 95.5% | 87.3%+8.2pp | 86.7%+8.7pp | 80.0%+15.5pp |
| Annual return | 55.63% | 48.09%+7.5pp | 44.34%+11.3pp | 220.34%-164.7pp |
| Employer contribution / active EE | $87 | $6,591-98.7% | $6,227-98.6% | $4,156-97.9% |
| Participant deferral / active EE | $20,323 | $9,614+111.4% | $9,135+122.5% | $6,407+217.2% |
| Admin fee / account holder | $80,769 | $17,308+366.7% | $16,298+395.6% | $12,270+558.3% |