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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 | $500,032 | $198,457+152.0% | $170,435+193.4% | $147,586+238.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.49% | 257.30%-243.8pp | 205.94%-192.5pp | 578.59%-565.1pp |
| Employer contribution / active EE | $2,500 | $6,183-59.6% | $5,432-54.0% | $4,876-48.7% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $10,868 | $16,852-35.5% | $13,881-21.7% | $10,886-0.2% |