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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 | $430,370 | $162,821+164.3% | $133,978+221.2% | $158,982+170.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 20.10% | 41.95%-21.8pp | 45.10%-25.0pp | 302.99%-282.9pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $24,000 | $5,910+306.1% | $5,047+375.5% | $5,983+301.1% |
| Admin fee / account holder | $10,297 | $11,742-12.3% | $8,930+15.3% | $11,252-8.5% |