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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 | $262,639 | $175,259+49.9% | $149,723+75.4% | $139,487+88.3% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 17.56% | 166.82%-149.3pp | 134.50%-116.9pp | 373.84%-356.3pp |
| Employer contribution / active EE | $1,009 | $5,478-81.6% | $4,821-79.1% | $4,755-78.8% |
| Participant deferral / active EE | $6,653 | $6,522+2.0% | $5,682+17.1% | $6,713-0.9% |
| Admin fee / account holder | $389 | $16,158-97.6% | $13,215-97.1% | $11,407-96.6% |