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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 | $271,433 | $155,555+74.5% | $146,866+84.8% | $155,188+74.9% |
| Participation rate | 76.2% | 84.0%-7.8pp | 82.5%-6.3pp | 80.8%-4.6pp |
| Annual return | 16.81% | 115.41%-98.6pp | 102.85%-86.0pp | 148.84%-132.0pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $15,340 | $8,044+90.7% | $7,759+97.7% | $6,531+134.9% |
| Admin fee / account holder | $2,354 | $14,755-84.0% | $13,620-82.7% | $14,480-83.7% |