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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 | $2,348,738 | $211,224+1012.0% | $178,505+1215.8% | $145,897+1509.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.88% | 30.28%-13.4pp | 27.16%-10.3pp | 552.29%-535.4pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,500 | $6,966+7.7% | $6,280+19.4% | $6,689+12.1% |
| Admin fee / account holder | $94,065 | $12,109+676.8% | $10,428+802.1% | $13,390+602.5% |