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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 | $374,144 | $152,542+145.3% | $117,498+218.4% | $134,509+178.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -12.06% | 53.02%-65.1pp | 29.75%-41.8pp | 418.13%-430.2pp |
| Employer contribution / active EE | $0 | $5,574-100.0% | $4,178-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,864 | $4,819+0.9% | $4,071+19.5% | $6,400-24.0% |
| Admin fee / account holder | $14,242 | $7,006+103.3% | $5,646+152.2% | $11,427+24.6% |