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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 | $303,084 | $202,440+49.7% | $169,390+78.9% | $139,466+117.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 28.75% | 532.36%-503.6pp | 406.07%-377.3pp | 373.66%-344.9pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $13,000 | $6,940+87.3% | $6,222+108.9% | $6,712+93.7% |
| Admin fee / account holder | $517 | $10,722-95.2% | $9,015-94.3% | $11,409-95.5% |