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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 | $286,224 | $169,356+69.0% | $129,406+121.2% | $145,897+96.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.27% | 14418.62%-14408.3pp | 9468.18%-9457.9pp | 552.29%-542.0pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,301 | $4,987-33.8% | $4,167-20.8% | $6,689-50.7% |
| Admin fee / account holder | $34,571 | $9,915+248.7% | $7,689+349.6% | $13,390+158.2% |