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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 | $492,216 | $106,524+362.1% | $152,301+223.2% | $87,485+462.6% |
| Participation rate | 88.4% | 75.8%+12.6pp | 82.4%+5.9pp | 68.9%+19.4pp |
| Annual return | 18.73% | 26.89%-8.2pp | 80.50%-61.8pp | 26.06%-7.3pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $17,746 | $6,525+172.0% | $8,004+121.7% | $4,274+315.3% |
| Admin fee / account holder | $42,127 | $8,287+408.4% | $14,398+192.6% | $7,775+441.8% |