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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 | $254,759+775.9% | $216,567+930.3% | $198,609+1023.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 23.35% | 10.04%+13.3pp | 12.94%+10.4pp | 202.70%-179.3pp |
| Employer contribution / active EE | $100,000 | $6,096+1540.3% | $5,216+1817.3% | $5,055+1878.1% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $9,518 | $26,311-63.8% | $21,981-56.7% | $19,030-50.0% |