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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 | $382,827 | $210,908+81.5% | $153,643+149.2% | $145,884+162.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.38% | 13.46%-4.1pp | 15.71%-6.3pp | 551.85%-542.5pp |
| Employer contribution / active EE | $9,456 | $6,055+56.2% | $5,039+87.6% | $4,662+102.8% |
| Participant deferral / active EE | $0 | $7,976-100.0% | $6,754-100.0% | $6,690-100.0% |
| Admin fee / account holder | $8,333 | $19,477-57.2% | $12,739-34.6% | $13,392-37.8% |