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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 | $647,491 | $154,754+318.4% | $124,206+421.3% | $138,895+366.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 449.30% | 709.28%-260.0pp | 515.27%-66.0pp | 145.39%+303.9pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $11,750 | $4,621+154.3% | $3,968+196.2% | $6,396+83.7% |
| Admin fee / account holder | $8,737 | $6,690+30.6% | $5,929+47.4% | $12,562-30.5% |