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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 | $323,489 | $201,264+60.7% | $184,185+75.6% | $145,978+121.6% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 21.60% | 29.00%-7.4pp | 28.81%-7.2pp | 550.52%-528.9pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $17,157 | $9,806+75.0% | $9,132+87.9% | $6,690+156.5% |
| Admin fee / account holder | $799 | $16,376-95.1% | $13,909-94.3% | $13,400-94.0% |