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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 | $372,317 | $167,353+122.5% | $143,797+158.9% | $134,545+176.7% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -11.76% | 0.48%-12.2pp | -0.04%-11.7pp | 418.37%-430.1pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,402 | $6,447-31.7% | $5,638-21.9% | $6,401-31.2% |
| Admin fee / account holder | $9,734 | $18,096-46.2% | $14,679-33.7% | $11,431-14.8% |