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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 | $769,850 | $141,004+446.0% | $112,273+585.7% | $139,466+452.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.00% | 32.75%-15.8pp | 30.23%-13.2pp | 373.66%-356.7pp |
| Employer contribution / active EE | $758 | $4,285-82.3% | $3,431-77.9% | $4,754-84.1% |
| Participant deferral / active EE | $0 | $5,878-100.0% | $4,800-100.0% | $6,712-100.0% |
| Admin fee / account holder | $36,797 | $9,959+269.5% | $7,752+374.7% | $11,409+222.5% |