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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 | $839,733 | $254,759+229.6% | $216,567+287.7% | $198,609+322.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 16.94% | 10.04%+6.9pp | 12.94%+4.0pp | 202.70%-185.8pp |
| Employer contribution / active EE | $77 | $6,096-98.7% | $5,216-98.5% | $5,055-98.5% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $56,658 | $26,311+115.3% | $21,981+157.8% | $19,030+197.7% |