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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 | $331,664 | $167,362+98.2% | $143,799+130.6% | $134,532+146.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.18% | 0.47%-15.7pp | -0.04%-15.1pp | 418.27%-433.4pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $28,415 | $6,447+340.7% | $5,638+404.0% | $6,401+343.9% |
| Admin fee / account holder | $11,509 | $18,094-36.4% | $14,677-21.6% | $11,429+0.7% |