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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 | $290,856 | $109,872+164.7% | $98,483+195.3% | $167,536+73.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.10% | 1959.31%-1942.2pp | 1494.38%-1477.3pp | 478.82%-461.7pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,696 | $4,673-63.7% | $4,276-60.3% | $6,342-73.3% |
| Admin fee / account holder | $7,301 | $6,757+8.0% | $5,953+22.6% | $12,315-40.7% |