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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 | $857,690 | $126,661+577.2% | $113,397+656.4% | $138,895+517.5% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.5%+9.2pp | 79.9%+5.8pp |
| Annual return | 15.30% | 25.05%-9.8pp | 23.20%-7.9pp | 145.39%-130.1pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $22,613 | $5,693+297.2% | $5,076+345.5% | $6,396+253.5% |
| Admin fee / account holder | $7,582 | $14,549-47.9% | $11,957-36.6% | $12,562-39.6% |