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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 | $333,034 | $81,208+310.1% | $98,920+236.7% | $79,856+317.0% |
| Participation rate | 84.0% | 72.5%+11.5pp | 76.0%+8.0pp | 69.6%+14.4pp |
| Annual return | 11.42% | 60.99%-49.6pp | 196.47%-185.0pp | 31.71%-20.3pp |
| Employer contribution / active EE | $4,574 | $1,960+133.4% | $2,689+70.1% | $2,471+85.1% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,741-100.0% |
| Admin fee / account holder | $19,777 | $6,013+228.9% | $6,643+197.7% | $5,306+272.7% |