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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 | $303,132 | $157,304+92.7% | $141,197+114.7% | $152,909+98.2% |
| Participation rate | 95.2% | 84.8%+10.4pp | 82.5%+12.8pp | 82.5%+12.8pp |
| Annual return | 23.31% | 64.34%-41.0pp | 71.41%-48.1pp | 345.46%-322.2pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,870 | $7,111+10.7% | $6,710+17.3% | $5,851+34.5% |
| Admin fee / account holder | $5,039 | $12,126-58.4% | $10,265-50.9% | $11,601-56.6% |