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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 | $483,893 | $185,225+161.2% | $142,898+238.6% | $167,536+188.8% |
| Participation rate | 83.3% | 78.5%+4.9pp | 72.0%+11.4pp | 82.1%+1.2pp |
| Annual return | 13.43% | 8558.12%-8544.7pp | 5639.64%-5626.2pp | 478.82%-465.4pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,966 | $4,496+32.7% | $3,838+55.4% | $6,342-5.9% |
| Admin fee / account holder | $4,185 | $8,032-47.9% | $6,560-36.2% | $12,315-66.0% |