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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 | $992,616 | $202,345+390.6% | $172,755+474.6% | $152,885+549.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 29.48% | 1029.77%-1000.3pp | 802.94%-773.5pp | 345.39%-315.9pp |
| Employer contribution / active EE | $44,547 | $5,858+660.5% | $5,144+766.0% | $4,763+835.3% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,153 | $17,111-58.2% | $13,955-48.7% | $11,598-38.3% |