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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 | $544,249 | $468,795+16.1% | $224,876+142.0% | $468,795+16.1% |
| Participation rate | 100.0% | 85.1%+14.9pp | 60.0%+40.0pp | 85.1%+14.9pp |
| Annual return | 7.57% | 39.95%-32.4pp | 199.78%-192.2pp | 39.95%-32.4pp |
| Employer contribution / active EE | $1,850 | $28,085-93.4% | $12,420-85.1% | $28,085-93.4% |
| Participant deferral / active EE | $12,124 | $10,110+19.9% | $2,784+335.5% | $10,110+19.9% |
| Admin fee / account holder | $701 | $8,110-91.4% | $472+48.3% | $8,110-91.4% |