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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 | $371,174 | $117,829+215.0% | $102,423+262.4% | $145,877+154.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.17% | 31.83%-22.7pp | 29.42%-20.3pp | 551.28%-542.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $30,500 | $5,732+432.1% | $5,054+503.5% | $6,691+355.9% |
| Admin fee / account holder | $2,329 | $13,335-82.5% | $9,455-75.4% | $13,402-82.6% |