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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 | $695,738 | $114,712+506.5% | $173,730+300.5% | $87,485+695.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 24.37% | 20.18%+4.2pp | 19.96%+4.4pp | 26.06%-1.7pp |
| Employer contribution / active EE | $29,400 | $2,904+912.4% | $4,577+542.3% | $2,596+1032.4% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $57,605 | $10,210+464.2% | $17,523+228.7% | $7,775+640.9% |