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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 | $1,066,750 | $124,330+758.0% | $109,173+877.1% | $167,536+536.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 23.01% | 26.04%-3.0pp | 25.75%-2.7pp | 478.82%-455.8pp |
| Employer contribution / active EE | $4,760 | $4,209+13.1% | $3,723+27.9% | $4,839-1.6% |
| Participant deferral / active EE | $13 | $5,256-99.8% | $4,654-99.7% | $6,342-99.8% |
| Admin fee / account holder | $75,884 | $7,974+851.6% | $6,755+1023.4% | $12,315+516.2% |