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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 | $1,672,711 | $100,970+1556.6% | $96,576+1632.0% | $137,256+1118.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 16.47% | 38.16%-21.7pp | 38.47%-22.0pp | 220.34%-203.9pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,667 | $8,286-31.6% | $7,956-28.8% | $6,407-11.6% |
| Admin fee / account holder | $18,846 | $11,312+66.6% | $11,381+65.6% | $12,270+53.6% |