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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 | $282,884 | $227,399+24.4% | $189,758+49.1% | $198,609+42.4% |
| Participation rate | 71.4% | 84.0%-12.6pp | 79.8%-8.4pp | 82.4%-10.9pp |
| Annual return | 14.11% | 61.03%-46.9pp | 52.62%-38.5pp | 202.70%-188.6pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $10,844 | $6,837+58.6% | $5,856+85.2% | $6,977+55.4% |
| Admin fee / account holder | $32,117 | $25,162+27.6% | $20,388+57.5% | $19,030+68.8% |