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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 | $107,666+1453.6% | $102,184+1537.0% | $154,746+980.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 16.47% | 29.33%-12.9pp | 31.58%-15.1pp | 172.34%-155.9pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,667 | $8,719-35.0% | $8,309-31.8% | $6,730-15.8% |
| Admin fee / account holder | $18,846 | $12,943+45.6% | $11,609+62.3% | $14,365+31.2% |