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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 | $467,782 | $282,059+65.8% | $213,469+119.1% | $154,746+202.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 12.56% | 20.90%-8.3pp | 20.58%-8.0pp | 172.34%-159.8pp |
| Employer contribution / active EE | $0 | $6,189-100.0% | $4,994-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,333 | $8,186+1.8% | $6,841+21.8% | $6,730+23.8% |
| Admin fee / account holder | $3,352 | $37,435-91.0% | $27,141-87.6% | $14,365-76.7% |