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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 | $211,288+335.2% | $178,540+415.0% | $145,884+530.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.06% | 30.27%-17.2pp | 27.15%-14.1pp | 551.85%-538.8pp |
| Employer contribution / active EE | $13,341 | $4,574+191.7% | $3,953+237.5% | $4,662+186.1% |
| Participant deferral / active EE | $426 | $6,967-93.9% | $6,281-93.2% | $6,690-93.6% |
| Admin fee / account holder | $63,919 | $12,105+428.0% | $10,424+513.2% | $13,392+377.3% |