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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 | $439,064 | $104,577+319.8% | $76,667+472.7% | $152,909+187.1% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 18.47% | 1014.36%-995.9pp | 1166.74%-1148.3pp | 345.46%-327.0pp |
| Employer contribution / active EE | $23,352 | $3,119+648.7% | $2,303+914.0% | $4,764+390.2% |
| Participant deferral / active EE | $0 | $4,237-100.0% | $3,336-100.0% | $5,851-100.0% |
| Admin fee / account holder | $22,327 | $12,290+81.7% | $6,423+247.6% | $11,601+92.5% |