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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 | $831,844 | $169,336+391.2% | $129,384+542.9% | $145,884+470.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 18.82% | 14408.70%-14389.9pp | 9461.77%-9443.0pp | 551.85%-533.0pp |
| Employer contribution / active EE | $64,115 | $5,540+1057.3% | $4,153+1443.7% | $4,662+1275.2% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $6,982 | $9,912-29.6% | $7,686-9.2% | $13,392-47.9% |