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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 | $944,982 | $201,344+369.3% | $184,243+412.9% | $145,877+547.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.88% | 29.01%-9.1pp | 28.82%-8.9pp | 551.28%-531.4pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,080 | $9,807+13.0% | $9,132+21.3% | $6,691+65.6% |
| Admin fee / account holder | $15,766 | $16,382-3.8% | $13,914+13.3% | $13,402+17.6% |