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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 | $370,856 | $76,551+384.5% | $123,894+199.3% | $62,881+489.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 14.99% | 18.68%-3.7pp | 47.52%-32.5pp | 20.14%-5.2pp |
| Employer contribution / active EE | $23,373 | $2,882+710.9% | $4,617+406.3% | $2,281+924.7% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $24,830 | $4,826+414.5% | $8,357+197.1% | $4,296+478.0% |