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Employer 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 | $1,528,657 | $160,059+855.1% | $140,019+991.8% | $135,380+1029.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -0.74% | 911.48%-912.2pp | 651.17%-651.9pp | 519.81%-520.6pp |
| Employer contribution / active EE | $413 | $6,420-93.6% | $5,605-92.6% | $4,779-91.4% |
| Participant deferral / active EE | $8,750 | $7,641+14.5% | $6,927+26.3% | $5,609+56.0% |
| Admin fee / account holder | $5,098 | $13,328-61.8% | $10,705-52.4% | $10,828-52.9% |