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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 | $251,051 | $138,385+81.4% | $184,243+36.3% | $80,925+210.2% |
| Participation rate | 79.7% | 83.9%-4.2pp | 86.8%-7.2pp | 67.7%+12.0pp |
| Annual return | 14.40% | 20.02%-5.6pp | 28.82%-14.4pp | 35.65%-21.2pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $17,484 | $7,075+147.1% | $9,132+91.5% | $4,299+306.7% |
| Admin fee / account holder | $7,440 | $10,489-29.1% | $13,914-46.5% | $6,940+7.2% |