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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,231,388 | $199,109+1020.7% | $173,730+1184.4% | $154,746+1342.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 23.35% | 20.02%+3.3pp | 19.96%+3.4pp | 172.34%-149.0pp |
| Employer contribution / active EE | $100,000 | $5,311+1782.8% | $4,577+2084.6% | $4,379+2183.6% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $9,518 | $20,916-54.5% | $17,523-45.7% | $14,365-33.7% |