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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 | $728,312 | $39,798+1730.0% | $67,704+975.7% | $59,633+1121.3% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | 27.98% | 89.94%-62.0pp | 25.41%+2.6pp | 2041.45%-2013.5pp |
| Employer contribution / active EE | $7,191 | $1,393+416.2% | $2,559+181.0% | $2,203+226.5% |
| Participant deferral / active EE | $0 | $2,335-100.0% | $3,585-100.0% | $3,192-100.0% |
| Admin fee / account holder | $28,838 | $3,212+797.9% | $4,255+577.8% | $4,297+571.1% |