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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 | $588,888 | $165,399+256.0% | $149,745+293.3% | $158,982+270.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.60% | 348.34%-339.7pp | 276.72%-268.1pp | 302.99%-294.4pp |
| Employer contribution / active EE | $21,810 | $5,105+327.3% | $4,646+369.5% | $4,763+357.9% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $25,755 | $10,811+138.2% | $9,312+176.6% | $11,252+128.9% |