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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 | $268,303 | $107,809+148.9% | $97,032+176.5% | $155,188+72.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 14.08% | 38.06%-24.0pp | 35.38%-21.3pp | 148.84%-134.8pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,332 | $5,129+42.9% | $4,672+56.9% | $6,531+12.3% |
| Admin fee / account holder | $7,654 | $10,717-28.6% | $9,418-18.7% | $14,480-47.1% |