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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 | $491,129 | $227,597+115.8% | $189,575+159.1% | $167,536+193.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 11.37% | 78.44%-67.1pp | 64.19%-52.8pp | 478.82%-467.4pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $9,833 | $7,002+40.4% | $6,174+59.3% | $6,342+55.0% |
| Admin fee / account holder | $24,492 | $11,877+106.2% | $9,806+149.8% | $12,315+98.9% |