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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 | $827,632 | $180,749+357.9% | $160,784+414.7% | $137,256+503.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 13.56% | 2234.46%-2220.9pp | 1803.92%-1790.4pp | 220.34%-206.8pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $31,280 | $6,844+357.0% | $6,293+397.1% | $6,407+388.2% |
| Admin fee / account holder | $8,175 | $10,397-21.4% | $9,717-15.9% | $12,270-33.4% |