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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 | $1,106,310 | $140,578+687.0% | $100,671+998.9% | $125,389+782.3% |
| Participation rate | 80.0% | 80.4%-0.4pp | 70.7%+9.3pp | 83.2%-3.2pp |
| Annual return | 1734.29% | 24.67%+1709.6pp | 20.43%+1713.9pp | 282.24%+1452.0pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $9,600 | $3,981+141.1% | $3,144+205.4% | $5,352+79.4% |
| Admin fee / account holder | $2,411 | $6,716-64.1% | $4,850-50.3% | $9,541-74.7% |