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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 | $123,155+519.3% | $108,753+601.3% | $155,188+391.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 14.96% | 44.73%-29.8pp | 37.47%-22.5pp | 148.84%-133.9pp |
| Employer contribution / active EE | $783 | $2,811-72.2% | $2,427-67.7% | $4,248-81.6% |
| Participant deferral / active EE | $783 | $4,623-83.1% | $4,115-81.0% | $6,531-88.0% |
| Admin fee / account holder | $30,810 | $12,126+154.1% | $10,320+198.6% | $14,480+112.8% |