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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 | $627,149 | $183,627+241.5% | $155,602+303.0% | $145,978+329.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 992.24% | 61.32%+930.9pp | 64.81%+927.4pp | 550.52%+441.7pp |
| Employer contribution / active EE | $10,083 | $5,316+89.7% | $4,675+115.7% | $4,662+116.3% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $7,900 | $19,327-59.1% | $15,923-50.4% | $13,400-41.0% |