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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 | $1,807,194 | $180,749+899.8% | $160,784+1024.0% | $137,256+1216.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 0.00% | 2234.46%-2234.5pp | 1803.92%-1803.9pp | 220.34%-220.3pp |
| Employer contribution / active EE | $438 | $4,155-89.5% | $3,733-88.3% | $4,156-89.5% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $6,588 | $10,397-36.6% | $9,717-32.2% | $12,270-46.3% |