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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 | $259,326 | $118,496+118.8% | $98,461+163.4% | $139,466+85.9% |
| Participation rate | 83.3% | 77.5%+5.9pp | 75.2%+8.2pp | 80.3%+3.0pp |
| Annual return | 24.70% | 18.96%+5.7pp | 21.17%+3.5pp | 373.66%-349.0pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,928 | $5,393-8.6% | $4,738+4.0% | $6,712-26.6% |
| Admin fee / account holder | $8,479 | $14,056-39.7% | $8,961-5.4% | $11,409-25.7% |