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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 | $201,372+60.6% | $184,260+75.6% | $145,884+121.7% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 21.60% | 29.04%-7.4pp | 28.84%-7.2pp | 551.85%-530.2pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $17,157 | $9,808+74.9% | $9,133+87.9% | $6,690+156.5% |
| Admin fee / account holder | $799 | $16,362-95.1% | $13,898-94.3% | $13,392-94.0% |