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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 | $368,059 | $160,040+130.0% | $147,096+150.2% | $145,877+152.3% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.5pp |
| Annual return | 13.00% | 98.49%-85.5pp | 419.75%-406.8pp | 551.28%-538.3pp |
| Employer contribution / active EE | $417 | $5,289-92.1% | $4,936-91.6% | $4,663-91.1% |
| Participant deferral / active EE | $5,797 | $8,429-31.2% | $8,071-28.2% | $6,691-13.4% |
| Admin fee / account holder | $7,695 | $15,050-48.9% | $13,005-40.8% | $13,402-42.6% |