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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 | $319,623 | $185,312+72.5% | $161,489+97.9% | $154,746+106.5% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 14.17% | 103.84%-89.7pp | 89.72%-75.6pp | 172.34%-158.2pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $17,187 | $6,350+170.7% | $5,630+205.3% | $6,730+155.4% |
| Admin fee / account holder | $5,519 | $18,654-70.4% | $16,006-65.5% | $14,365-61.6% |