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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 | $457,385 | $155,555+194.0% | $146,866+211.4% | $155,188+194.7% |
| Participation rate | 88.2% | 84.0%+4.3pp | 82.5%+5.7pp | 80.8%+7.4pp |
| Annual return | 14.70% | 115.41%-100.7pp | 102.85%-88.2pp | 148.84%-134.1pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $12,696 | $8,044+57.8% | $7,759+63.6% | $6,531+94.4% |
| Admin fee / account holder | $8,962 | $14,755-39.3% | $13,620-34.2% | $14,480-38.1% |