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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 | $341,552 | $176,077+94.0% | $159,455+114.2% | $167,518+103.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.23% | 331.83%-321.6pp | 263.63%-253.4pp | 478.71%-468.5pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $17,070 | $7,751+120.2% | $7,353+132.1% | $6,342+169.2% |
| Admin fee / account holder | $74,743 | $12,556+495.3% | $10,800+592.0% | $12,312+507.1% |