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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 | $260,066 | $127,387+104.2% | $115,038+126.1% | $125,389+107.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.41% | 31.28%-30.9pp | 26.14%-25.7pp | 282.24%-281.8pp |
| Employer contribution / active EE | $816 | $5,166-84.2% | $4,608-82.3% | $4,866-83.2% |
| Participant deferral / active EE | $6,456 | $6,423+0.5% | $6,026+7.1% | $5,352+20.6% |
| Admin fee / account holder | $8,965 | $9,516-5.8% | $8,175+9.7% | $9,541-6.0% |