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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 | $2,903,071 | $209,874+1283.2% | $189,537+1431.7% | $167,536+1632.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 21.92% | 748.61%-726.7pp | 555.34%-533.4pp | 478.82%-456.9pp |
| Employer contribution / active EE | $2,479 | $6,913-64.1% | $6,161-59.8% | $4,839-48.8% |
| Participant deferral / active EE | $863 | $8,934-90.3% | $8,220-89.5% | $6,342-86.4% |
| Admin fee / account holder | $66,521 | $14,299+365.2% | $12,048+452.1% | $12,315+440.2% |