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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 | $109,967+688.8% | $97,197+792.4% | $145,877+494.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.79% | 244.27%-234.5pp | 75.47%-65.7pp | 551.28%-541.5pp |
| Employer contribution / active EE | $500 | $3,077-83.7% | $2,723-81.6% | $4,663-89.3% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,263-100.0% | $6,691-100.0% |
| Admin fee / account holder | $37,529 | $6,199+505.4% | $5,637+565.7% | $13,402+180.0% |