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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 | $529,396 | $82,678+540.3% | $125,391+322.2% | $68,490+673.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 14.07% | -5.97%+20.0pp | 572.41%-558.3pp | -7.85%+21.9pp |
| Employer contribution / active EE | $23,712 | $3,382+601.1% | $4,816+392.4% | $2,597+813.2% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $41,321 | $6,277+558.3% | $10,009+312.9% | $5,403+664.8% |