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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 | $374,396 | $167,415+123.6% | $140,514+166.4% | $198,609+88.5% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 25.97% | 13.85%+12.1pp | 14.36%+11.6pp | 202.70%-176.7pp |
| Employer contribution / active EE | $20,000 | $4,088+389.3% | $3,378+492.0% | $5,055+295.6% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $6,001 | $16,730-64.1% | $13,697-56.2% | $19,030-68.5% |