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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 | $1,628,690 | $185,856+776.3% | $170,028+857.9% | $139,456+1067.9% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 14.16% | 60.52%-46.4pp | 53.39%-39.2pp | 373.45%-359.3pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $19,304 | $11,623+66.1% | $10,409+85.5% | $6,711+187.6% |
| Admin fee / account holder | $344,935 | $15,387+2141.7% | $12,820+2590.5% | $11,407+2923.9% |