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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 | $867,395 | $110,093+687.9% | $97,295+791.5% | $145,897+494.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.79% | 244.76%-235.0pp | 75.62%-65.8pp | 552.29%-542.5pp |
| Employer contribution / active EE | $500 | $3,077-83.8% | $2,723-81.6% | $4,663-89.3% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $37,529 | $6,212+504.1% | $5,646+564.7% | $13,390+180.3% |