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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 | $252,204 | $176,402+43.0% | $134,162+88.0% | $158,982+58.6% |
| Participation rate | 85.7% | 78.7%+7.0pp | 72.2%+13.5pp | 82.0%+3.7pp |
| Annual return | 13.08% | 63.66%-50.6pp | 36.35%-23.3pp | 302.99%-289.9pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,052 | $4,093+96.7% | $3,500+130.1% | $5,983+34.6% |
| Admin fee / account holder | $1,020 | $8,719-88.3% | $6,685-84.7% | $11,252-90.9% |