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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 | $609,241 | $176,105+246.0% | $159,474+282.0% | $167,536+263.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.26% | 331.91%-319.7pp | 263.68%-251.4pp | 478.82%-466.6pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $22,500 | $7,751+190.3% | $7,353+206.0% | $6,342+254.8% |
| Admin fee / account holder | $26,768 | $12,559+113.1% | $10,802+147.8% | $12,315+117.4% |