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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 | $256,810 | $103,393+148.4% | $87,103+194.8% | $152,909+67.9% |
| Participation rate | 90.9% | 79.4%+11.6pp | 76.9%+14.0pp | 82.5%+8.5pp |
| Annual return | 15.88% | 28.10%-12.2pp | 28.19%-12.3pp | 345.46%-329.6pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,895 | $4,778-39.4% | $4,049-28.5% | $5,851-50.5% |
| Admin fee / account holder | $30,443 | $12,195+149.6% | $7,491+306.4% | $11,601+162.4% |