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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 | $594,175 | $228,395+160.2% | $185,861+219.7% | $158,982+273.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 20.82% | 40.82%-20.0pp | 35.96%-15.1pp | 302.99%-282.2pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $22,750 | $6,417+254.5% | $5,634+303.8% | $5,983+280.2% |
| Admin fee / account holder | $1,821 | $11,869-84.7% | $9,503-80.8% | $11,252-83.8% |