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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 | $1,059,858 | $150,447+604.5% | $136,298+677.6% | $147,586+618.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.97% | 1049.15%-1031.2pp | 5156.27%-5138.3pp | 578.59%-560.6pp |
| Employer contribution / active EE | $30,687 | $5,256+483.8% | $4,696+553.5% | $4,876+529.3% |
| Participant deferral / active EE | $1,000 | $6,631-84.9% | $6,247-84.0% | $5,439-81.6% |
| Admin fee / account holder | $46,566 | $10,906+327.0% | $9,244+403.8% | $10,886+327.8% |