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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 | $364,246 | $73,009+398.9% | $90,760+301.3% | $68,486+431.9% |
| Participation rate | 97.8% | 70.8%+27.0pp | 75.7%+22.1pp | 67.9%+29.9pp |
| Annual return | 9.90% | -13.81%+23.7pp | -12.16%+22.1pp | -7.85%+17.8pp |
| Employer contribution / active EE | $6,209 | $2,193+183.2% | $2,922+112.5% | $2,597+139.1% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $23,400 | $5,896+296.9% | $8,444+177.1% | $5,404+333.0% |