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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 | $596,285 | $202,342+194.7% | $172,752+245.2% | $152,897+290.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.29% | 1029.83%-1016.5pp | 802.97%-789.7pp | 345.43%-332.1pp |
| Employer contribution / active EE | $1,169 | $5,858-80.0% | $5,144-77.3% | $4,764-75.5% |
| Participant deferral / active EE | $10,450 | $5,948+75.7% | $5,198+101.0% | $5,851+78.6% |
| Admin fee / account holder | $1,451 | $17,111-91.5% | $13,955-89.6% | $11,599-87.5% |