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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 | $471,545 | $174,379+170.4% | $152,093+210.0% | $138,895+239.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.76% | 74.86%-57.1pp | 66.36%-48.6pp | 145.39%-127.6pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $480 | $6,159-92.2% | $5,451-91.2% | $6,396-92.5% |
| Admin fee / account holder | $434,268 | $16,880+2472.7% | $14,497+2895.7% | $12,562+3357.0% |