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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 | $302,486 | $147,167+105.5% | $111,392+171.6% | $135,379+123.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -1.45% | -4.44%+3.0pp | -2.06%+0.6pp | 519.79%-521.2pp |
| Employer contribution / active EE | $9,456 | $5,204+81.7% | $4,328+118.5% | $4,779+97.9% |
| Participant deferral / active EE | $0 | $6,565-100.0% | $5,567-100.0% | $5,609-100.0% |
| Admin fee / account holder | $39,046 | $20,270+92.6% | $12,266+218.3% | $10,828+260.6% |