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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 | $292,469 | $165,351+76.9% | $149,710+95.4% | $158,931+84.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.72% | 348.19%-323.5pp | 276.63%-251.9pp | 302.86%-278.1pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $12,319 | $7,181+71.5% | $6,842+80.0% | $5,982+105.9% |
| Admin fee / account holder | $29,825 | $10,807+176.0% | $9,309+220.4% | $11,247+165.2% |