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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 | $808,783 | $138,072+485.8% | $123,549+554.6% | $135,382+497.4% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | 0.19% | 153.69%-153.5pp | 119.20%-119.0pp | 519.77%-519.6pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $83 | $6,799-98.8% | $6,426-98.7% | $5,609-98.5% |
| Admin fee / account holder | $21,937 | $10,917+100.9% | $9,284+136.3% | $10,829+102.6% |