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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 | $941,088 | $211,288+345.4% | $178,540+427.1% | $145,884+545.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.44% | 30.27%-16.8pp | 27.15%-13.7pp | 551.85%-538.4pp |
| Employer contribution / active EE | $4,350 | $4,574-4.9% | $3,953+10.0% | $4,662-6.7% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $52,500 | $12,105+333.7% | $10,424+403.6% | $13,392+292.0% |