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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 | $281,288 | $167,353+68.1% | $143,797+95.6% | $134,545+109.1% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -17.47% | 0.48%-18.0pp | -0.04%-17.4pp | 418.37%-435.8pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $15,634 | $6,447+142.5% | $5,638+177.3% | $6,401+144.2% |
| Admin fee / account holder | $699 | $18,096-96.1% | $14,679-95.2% | $11,431-93.9% |