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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 | $919,493 | $211,224+335.3% | $178,505+415.1% | $145,897+530.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.06% | 30.28%-17.2pp | 27.16%-14.1pp | 552.29%-539.2pp |
| Employer contribution / active EE | $13,341 | $4,577+191.5% | $3,955+237.3% | $4,663+186.1% |
| Participant deferral / active EE | $426 | $6,966-93.9% | $6,280-93.2% | $6,689-93.6% |
| Admin fee / account holder | $63,919 | $12,109+427.9% | $10,428+513.0% | $13,390+377.3% |