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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 | $311,793 | $114,712+171.8% | $173,730+79.5% | $87,485+256.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 12.61% | 20.18%-7.6pp | 19.96%-7.4pp | 26.06%-13.5pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $19,993 | $4,642+330.7% | $6,326+216.0% | $4,274+367.8% |
| Admin fee / account holder | $29,914 | $10,210+193.0% | $17,523+70.7% | $7,775+284.8% |