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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 | $351,410 | $198,462+77.1% | $170,439+106.2% | $147,585+138.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 1021.83% | 257.30%+764.5pp | 205.94%+815.9pp | 578.58%+443.2pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,992 | $5,629+59.7% | $4,939+82.0% | $5,439+65.3% |
| Admin fee / account holder | $11,257 | $16,852-33.2% | $13,881-18.9% | $10,886+3.4% |