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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 | $169,361+69.0% | $129,397+121.2% | $145,877+96.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.27% | 14395.54%-14385.3pp | 9453.98%-9443.7pp | 551.28%-541.0pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,301 | $4,987-33.8% | $4,167-20.8% | $6,691-50.7% |
| Admin fee / account holder | $34,571 | $9,903+249.1% | $7,679+350.2% | $13,402+157.9% |