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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 | $1,052,929 | $223,929+370.2% | $609,303+72.8% | $223,929+370.2% |
| Participation rate | 100.0% | 92.9%+7.1pp | 100.0%0pp | 92.9%+7.1pp |
| Annual return | 26.69% | 7.04%+19.6pp | 17.49%+9.2pp | 7.04%+19.6pp |
| Employer contribution / active EE | $692 | $11,707-94.1% | $4,227-83.6% | $11,707-94.1% |
| Participant deferral / active EE | $17,962 | $8,889+102.1% | $13,331+34.7% | $8,889+102.1% |
| Admin fee / account holder | $2,007 | $71,143-97.2% | $2,0070% | $71,143-97.2% |