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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 | $323,368 | $157,829+104.9% | $136,867+136.3% | $198,609+62.8% |
| Participation rate | 83.3% | 77.2%+6.2pp | 74.5%+8.8pp | 82.4%+1.0pp |
| Annual return | 13.76% | 51.25%-37.5pp | 42.97%-29.2pp | 202.70%-188.9pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $15,633 | $5,463+186.2% | $4,924+217.5% | $6,977+124.1% |
| Admin fee / account holder | $27,307 | $11,107+145.8% | $10,340+164.1% | $19,030+43.5% |