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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 | $288,549 | $106,551+170.8% | $91,225+216.3% | $134,532+114.5% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -7.43% | 160.78%-168.2pp | 114.12%-121.6pp | 418.27%-425.7pp |
| Employer contribution / active EE | $12,500 | $3,331+275.2% | $2,851+338.5% | $4,741+163.7% |
| Participant deferral / active EE | $0 | $4,718-100.0% | $4,233-100.0% | $6,401-100.0% |
| Admin fee / account holder | $212,236 | $6,234+3304.2% | $5,422+3814.0% | $11,429+1757.1% |