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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 | $301,441 | $162,821+85.1% | $133,978+125.0% | $158,982+89.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 7.26% | 41.95%-34.7pp | 45.10%-37.8pp | 302.99%-295.7pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,805 | $5,910-35.6% | $5,047-24.6% | $5,983-36.4% |
| Admin fee / account holder | $50,465 | $11,742+329.8% | $8,930+465.1% | $11,252+348.5% |