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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 | $276,880 | $212,386+30.4% | $199,883+38.5% | $138,895+99.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 14.05% | 47.75%-33.7pp | 43.81%-29.8pp | 145.39%-131.3pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,565 | $9,617-21.3% | $9,138-17.2% | $6,396+18.3% |
| Admin fee / account holder | $3,978 | $18,233-78.2% | $17,268-77.0% | $12,562-68.3% |