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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 | $259,857 | $166,131+56.4% | $164,975+57.5% | $145,877+78.1% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 12.52% | 100.37%-87.8pp | 70.12%-57.6pp | 551.28%-538.8pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,275 | $6,962-67.3% | $6,033-62.3% | $6,691-66.0% |
| Admin fee / account holder | $2,213 | $16,648-86.7% | $12,688-82.6% | $13,402-83.5% |