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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 | $1,487,422 | $175,259+748.7% | $149,723+893.4% | $139,487+966.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 1181.07% | 166.82%+1014.2pp | 134.50%+1046.6pp | 373.84%+807.2pp |
| Employer contribution / active EE | $35,639 | $5,478+550.6% | $4,821+639.2% | $4,755+649.6% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $15,600 | $16,158-3.5% | $13,215+18.1% | $11,407+36.8% |