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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 | $478,082 | $144,130+231.7% | $117,861+305.6% | $147,586+223.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.62% | 531.20%-513.6pp | 335.11%-317.5pp | 578.59%-561.0pp |
| Employer contribution / active EE | $154 | $4,897-96.9% | $3,786-95.9% | $4,876-96.8% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $32,630 | $10,887+199.7% | $8,021+306.8% | $10,886+199.8% |