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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 | $749,408 | $196,972+280.5% | $182,262+311.2% | $198,609+277.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 11.27% | 158.27%-147.0pp | 140.60%-129.3pp | 202.70%-191.4pp |
| Employer contribution / active EE | $173 | $5,364-96.8% | $5,046-96.6% | $5,055-96.6% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $45,790 | $18,429+148.5% | $16,712+174.0% | $19,030+140.6% |