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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 | $1,166,264 | $202,342+476.4% | $172,753+575.1% | $152,909+662.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.34% | 1029.88%-1005.5pp | 803.00%-778.7pp | 345.46%-321.1pp |
| Employer contribution / active EE | $38,513 | $5,857+557.5% | $5,144+648.7% | $4,764+708.4% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $31,875 | $17,112+86.3% | $13,956+128.4% | $11,601+174.8% |