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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 | $1,010,176 | $157,296+542.2% | $141,191+615.5% | $152,897+560.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 32.75% | 64.34%-31.6pp | 71.41%-38.7pp | 345.43%-312.7pp |
| Employer contribution / active EE | $238 | $5,262-95.5% | $4,736-95.0% | $4,764-95.0% |
| Participant deferral / active EE | $8,333 | $7,111+17.2% | $6,710+24.2% | $5,851+42.4% |
| Admin fee / account holder | $1,939 | $12,125-84.0% | $10,264-81.1% | $11,599-83.3% |