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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 | $274,330 | $228,352+20.1% | $185,835+47.6% | $158,966+72.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.67% | 40.81%-25.1pp | 35.96%-20.3pp | 302.95%-287.3pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,657 | $6,416+50.5% | $5,633+71.4% | $5,983+61.4% |
| Admin fee / account holder | $7,960 | $11,867-32.9% | $9,502-16.2% | $11,250-29.2% |