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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 | $796,909 | $160,070+397.9% | $147,117+441.7% | $145,897+446.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 35.72% | 98.69%-63.0pp | 420.54%-384.8pp | 552.29%-516.6pp |
| Employer contribution / active EE | $941 | $5,285-82.2% | $4,932-80.9% | $4,663-79.8% |
| Participant deferral / active EE | $2,758 | $8,419-67.2% | $8,065-65.8% | $6,689-58.8% |
| Admin fee / account holder | $3,756 | $15,035-75.0% | $12,993-71.1% | $13,390-72.0% |