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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 | $292,523 | $117,846+148.2% | $102,434+185.6% | $145,884+100.5% |
| Participation rate | 85.0% | 78.6%+6.4pp | 76.5%+8.5pp | 80.3%+4.7pp |
| Annual return | 25.03% | 31.90%-6.9pp | 29.46%-4.4pp | 551.85%-526.8pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,925 | $5,733+108.0% | $5,055+135.9% | $6,690+78.3% |
| Admin fee / account holder | $49,289 | $13,356+269.0% | $9,462+420.9% | $13,392+268.1% |