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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 | $762,733 | $115,225+562.0% | $100,712+657.3% | $138,895+449.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 14.96% | 40.35%-25.4pp | 33.27%-18.3pp | 145.39%-130.4pp |
| Employer contribution / active EE | $783 | $2,771-71.8% | $2,313-66.2% | $4,194-81.3% |
| Participant deferral / active EE | $783 | $4,699-83.3% | $4,085-80.8% | $6,396-87.8% |
| Admin fee / account holder | $30,810 | $10,844+184.1% | $9,256+232.9% | $12,562+145.3% |