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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 | $311,831 | $110,337+182.6% | $102,383+204.6% | $145,877+113.8% |
| Participation rate | 70.8% | 77.9%-7.1pp | 74.5%-3.7pp | 80.3%-9.5pp |
| Annual return | 13.20% | 24.83%-11.6pp | 24.94%-11.7pp | 551.28%-538.1pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,718 | $5,621+144.1% | $5,060+171.1% | $6,691+105.0% |
| Admin fee / account holder | $12,833 | $9,750+31.6% | $8,391+52.9% | $13,402-4.2% |