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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 | $210,343+82.0% | $153,476+149.4% | $145,978+162.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.38% | 13.38%-4.0pp | 15.66%-6.3pp | 550.52%-541.1pp |
| Employer contribution / active EE | $9,456 | $6,047+56.4% | $5,038+87.7% | $4,662+102.8% |
| Participant deferral / active EE | $0 | $7,977-100.0% | $6,759-100.0% | $6,690-100.0% |
| Admin fee / account holder | $8,333 | $19,424-57.1% | $12,729-34.5% | $13,400-37.8% |