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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 | $286,402 | $196,972+45.4% | $182,262+57.1% | $198,609+44.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 9.35% | 158.27%-148.9pp | 140.60%-131.2pp | 202.70%-193.4pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,060 | $8,643-29.9% | $8,276-26.8% | $6,977-13.1% |
| Admin fee / account holder | $4,506 | $18,429-75.6% | $16,712-73.0% | $19,030-76.3% |