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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 | $169,161+69.2% | $129,295+121.4% | $145,959+96.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.27% | 14348.07%-14337.8pp | 9429.28%-9419.0pp | 561.95%-551.7pp |
| Employer contribution / active EE | $0 | $5,543-100.0% | $4,157-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,301 | $4,989-33.8% | $4,169-20.8% | $6,689-50.6% |
| Admin fee / account holder | $34,571 | $9,878+250.0% | $7,665+351.0% | $13,398+158.0% |