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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 | $325,867 | $160,028+103.6% | $147,080+121.6% | $145,884+123.4% |
| Participation rate | 95.5% | 84.0%+11.4pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 13.24% | 98.60%-85.4pp | 420.17%-406.9pp | 551.85%-538.6pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,927 | $8,422+29.7% | $8,066+35.5% | $6,690+63.3% |
| Admin fee / account holder | $2,376 | $15,030-84.2% | $12,989-81.7% | $13,392-82.3% |