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Participant 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 | $7,178,939 | $171,867+4077.0% | $149,721+4694.9% | $147,586+4764.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 43.19% | 2113.36%-2070.2pp | 1501.67%-1458.5pp | 578.59%-535.4pp |
| Employer contribution / active EE | $40,378 | $6,275+543.5% | $5,444+641.7% | $4,876+728.0% |
| Participant deferral / active EE | $944 | $7,270-87.0% | $6,568-85.6% | $5,439-82.6% |
| Admin fee / account holder | $303,170 | $13,799+2097.0% | $11,282+2587.1% | $10,886+2685.0% |