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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 | $258,146 | $162,136+59.2% | $152,301+69.5% | $154,746+66.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.83% | 91.02%-75.2pp | 80.50%-64.7pp | 172.34%-156.5pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,700 | $8,341+4.3% | $8,004+8.7% | $6,730+29.3% |
| Admin fee / account holder | $463 | $15,759-97.1% | $14,398-96.8% | $14,365-96.8% |