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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 | $257,408 | $138,078+86.4% | $125,363+105.3% | $134,509+91.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -1.82% | 750.49%-752.3pp | 572.15%-574.0pp | 418.13%-420.0pp |
| Employer contribution / active EE | $16,667 | $5,245+217.8% | $4,815+246.2% | $4,741+251.6% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $4,818 | $11,566-58.3% | $10,005-51.8% | $11,427-57.8% |