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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 | $250,858 | $176,120+42.4% | $159,487+57.3% | $167,553+49.7% |
| Participation rate | 71.4% | 85.0%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 16.79% | 331.95%-315.2pp | 263.71%-246.9pp | 478.89%-462.1pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $16,982 | $7,752+119.1% | $7,354+130.9% | $6,343+167.7% |
| Admin fee / account holder | $15,608 | $12,561+24.3% | $10,804+44.5% | $12,316+26.7% |