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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 | $1,360,916 | $90,530+1403.3% | $76,030+1690.0% | $145,897+832.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 32.66% | 625.08%-592.4pp | 361.54%-328.9pp | 552.29%-519.6pp |
| Employer contribution / active EE | $398 | $3,319-88.0% | $2,688-85.2% | $4,663-91.5% |
| Participant deferral / active EE | $21,400 | $5,164+314.4% | $4,257+402.7% | $6,689+219.9% |
| Admin fee / account holder | $2,935 | $8,383-65.0% | $6,421-54.3% | $13,390-78.1% |