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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 | $286,649 | $185,225+54.8% | $142,898+100.6% | $167,553+71.1% |
| Participation rate | 84.6% | 78.5%+6.1pp | 72.0%+12.7pp | 82.1%+2.5pp |
| Annual return | 13.48% | 8558.12%-8544.6pp | 5639.64%-5626.2pp | 478.89%-465.4pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $8,108 | $4,496+80.3% | $3,838+111.2% | $6,343+27.8% |
| Admin fee / account holder | $11,188 | $8,032+39.3% | $6,560+70.5% | $12,316-9.2% |