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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 | $285,794 | $98,766+189.4% | $149,730+90.9% | $79,852+257.9% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.5%+9.8pp | 69.6%+22.7pp |
| Annual return | 28.36% | 27.43%+0.9pp | 276.70%-248.3pp | 31.72%-3.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,993 | $5,681+58.3% | $6,843+31.4% | $3,740+140.4% |
| Admin fee / account holder | $523 | $6,052-91.4% | $9,310-94.4% | $5,306-90.1% |