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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 | $388,972 | $160,028+143.1% | $147,080+164.5% | $145,884+166.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 15.71% | 98.60%-82.9pp | 420.17%-404.5pp | 551.85%-536.1pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,434 | $8,422-47.4% | $8,066-45.0% | $6,690-33.7% |
| Admin fee / account holder | $8,665 | $15,030-42.3% | $12,989-33.3% | $13,392-35.3% |