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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 | $1,799,021 | $183,539+880.2% | $155,556+1056.5% | $145,897+1133.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 529.90% | 61.31%+468.6pp | 64.84%+465.1pp | 552.29%-22.4pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,750 | $6,467-42.0% | $5,631-33.4% | $6,689-43.9% |
| Admin fee / account holder | $19,590 | $19,275+1.6% | $15,885+23.3% | $13,390+46.3% |