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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 | $2,929,587 | $171,867+1604.6% | $149,721+1856.7% | $147,586+1885.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 21.99% | 2113.36%-2091.4pp | 1501.67%-1479.7pp | 578.59%-556.6pp |
| Employer contribution / active EE | $32,827 | $6,275+423.2% | $5,444+503.0% | $4,876+573.2% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $136,176 | $13,799+886.8% | $11,282+1107.0% | $10,886+1151.0% |