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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 | $941,088 | $142,392+560.9% | $119,622+686.7% | $134,532+599.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -7.95% | -12.46%+4.5pp | -14.98%+7.0pp | 418.27%-426.2pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,037 | $6,467+55.2% | $5,601+79.2% | $6,401+56.8% |
| Admin fee / account holder | $74,911 | $13,593+451.1% | $10,328+625.3% | $11,429+555.5% |