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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 | $319,372 | $99,994+219.4% | $146,647+117.8% | $85,851+272.0% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 16.62% | 18.93%-2.3pp | 22.75%-6.1pp | 318.63%-302.0pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $10,020 | $4,006+150.1% | $5,506+82.0% | $3,952+153.5% |
| Admin fee / account holder | $35,863 | $7,703+365.6% | $10,281+248.8% | $6,261+472.8% |