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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 | $749,967 | $106,524+604.0% | $152,301+392.4% | $87,485+757.3% |
| Participation rate | 87.0% | 75.8%+11.2pp | 82.4%+4.5pp | 68.9%+18.0pp |
| Annual return | 15.97% | 26.89%-10.9pp | 80.50%-64.5pp | 26.06%-10.1pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $13,186 | $6,525+102.1% | $8,004+64.7% | $4,274+208.5% |
| Admin fee / account holder | $36,506 | $8,287+340.5% | $14,398+153.5% | $7,775+369.5% |