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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 | $660,977 | $167,353+295.0% | $143,797+359.7% | $134,545+391.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.34% | 0.48%-9.8pp | -0.04%-9.3pp | 418.37%-427.7pp |
| Employer contribution / active EE | $830 | $5,620-85.2% | $4,952-83.2% | $4,742-82.5% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $38,062 | $18,096+110.3% | $14,679+159.3% | $11,431+233.0% |