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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 | $689,477 | $215,361+220.1% | $171,082+303.0% | $273,972+151.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 9.09% | 25.14%-16.1pp | 32.56%-23.5pp | 41.46%-32.4pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,917 | $5,543-65.4% | $4,797-60.0% | $5,287-63.7% |
| Admin fee / account holder | $4,839 | $10,846-55.4% | $8,520-43.2% | $10,133-52.2% |