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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 | $696,648 | $175,259+297.5% | $149,723+365.3% | $139,487+399.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.27% | 166.82%-142.6pp | 134.50%-110.2pp | 373.84%-349.6pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $6,877 | $6,522+5.4% | $5,682+21.0% | $6,713+2.4% |
| Admin fee / account holder | $10,476 | $16,158-35.2% | $13,215-20.7% | $11,407-8.2% |