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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 | $793,830 | $148,623+434.1% | $135,974+483.8% | $139,466+469.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.25% | 79.30%-67.0pp | 68.30%-56.1pp | 373.66%-361.4pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $19,467 | $8,103+140.3% | $7,760+150.9% | $6,712+190.0% |
| Admin fee / account holder | $10,868 | $12,406-12.4% | $10,767+0.9% | $11,409-4.7% |