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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 | $324,584 | $226,090+43.6% | $182,531+77.8% | $152,885+112.3% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.0%+5.4pp | 82.5%+0.9pp |
| Annual return | 40.40% | 192.57%-152.2pp | 148.57%-108.2pp | 345.39%-305.0pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,542 | $6,369+34.1% | $5,525+54.6% | $5,851+46.0% |
| Admin fee / account holder | $2,013 | $10,705-81.2% | $8,593-76.6% | $11,598-82.6% |