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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 | $1,302,324 | $86,701+1402.1% | $73,309+1676.5% | $125,389+938.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 1.06% | 2.78%-1.7pp | 5.67%-4.6pp | 282.24%-281.2pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,208 | $5,549+11.9% | $4,991+24.4% | $5,352+16.0% |
| Admin fee / account holder | $4,374 | $7,768-43.7% | $5,635-22.4% | $9,541-54.2% |