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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 | $1,056,204 | $150,447+602.0% | $136,298+674.9% | $147,586+615.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 510.80% | 1049.15%-538.4pp | 5156.27%-4645.5pp | 578.59%-67.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $25,111 | $6,631+278.7% | $6,247+302.0% | $5,439+361.7% |
| Admin fee / account holder | $8,897 | $10,906-18.4% | $9,244-3.8% | $10,886-18.3% |