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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 | $377,988 | $201,344+87.7% | $184,243+105.2% | $145,877+159.1% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 14.94% | 29.01%-14.1pp | 28.82%-13.9pp | 551.28%-536.3pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,586 | $9,807-12.4% | $9,132-6.0% | $6,691+28.3% |
| Admin fee / account holder | $104,662 | $16,382+538.9% | $13,914+652.2% | $13,402+680.9% |