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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 | $325,357 | $125,778+158.7% | $114,563+184.0% | $154,746+110.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 16.40% | 295.14%-278.7pp | 241.09%-224.7pp | 172.34%-155.9pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,244 | $4,445+108.0% | $4,142+123.2% | $6,730+37.3% |
| Admin fee / account holder | $3,079 | $8,190-62.4% | $7,623-59.6% | $14,365-78.6% |