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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 | $308,972 | $65,685+370.4% | $57,183+440.3% | $273,970+12.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.52% | 21.99%-15.5pp | 14.59%-8.1pp | 41.46%-34.9pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $27,751 | $3,781+634.0% | $3,096+796.4% | $5,287+424.9% |
| Admin fee / account holder | $89,208 | $4,835+1745.2% | $3,139+2741.5% | $10,132+780.4% |