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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 | $2,663,491 | $215,361+1136.8% | $171,082+1456.8% | $273,972+872.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 14.78% | 25.14%-10.4pp | 32.56%-17.8pp | 41.46%-26.7pp |
| Employer contribution / active EE | $11,594 | $4,967+133.4% | $4,002+189.7% | $4,869+138.1% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $113,759 | $10,846+948.8% | $8,520+1235.2% | $10,133+1022.7% |