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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 | $515,959 | $138,068+273.7% | $125,358+311.6% | $134,493+283.6% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -14.49% | 750.30%-764.8pp | 572.03%-586.5pp | 418.01%-432.5pp |
| Employer contribution / active EE | $0 | $5,244-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $7,909 | $7,799+1.4% | $7,447+6.2% | $6,400+23.6% |
| Admin fee / account holder | $27,702 | $11,568+139.5% | $10,007+176.8% | $11,425+142.5% |