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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 | $769,119 | $183,516+319.1% | $155,534+394.5% | $145,884+427.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.55% | 61.43%-43.9pp | 64.92%-47.4pp | 551.85%-534.3pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $480 | $6,467-92.6% | $5,630-91.5% | $6,690-92.8% |
| Admin fee / account holder | $28,547 | $19,293+48.0% | $15,900+79.5% | $13,392+113.2% |