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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 | $580,450 | $92,219+529.4% | $76,767+656.1% | $135,380+328.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 2.41% | 5.46%-3.0pp | 2.43%0pp | 519.81%-517.4pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $13,790 | $4,508+205.9% | $3,852+258.0% | $5,609+145.9% |
| Admin fee / account holder | $15,695 | $10,749+46.0% | $6,675+135.1% | $10,828+44.9% |