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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $299,474 | $124,425+140.7% | $112,040+167.3% | $137,256+118.2% |
| Participation rate | 94.1% | 79.3%+14.8pp | 76.5%+17.6pp | 80.0%+14.2pp |
| Annual return | 2.25% | 24.72%-22.5pp | 24.52%-22.3pp | 220.34%-218.1pp |
| Employer contribution / active EE | $9,712 | $3,411+184.7% | $2,954+228.8% | $4,156+133.7% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $18,225 | $15,207+19.9% | $12,098+50.6% | $12,270+48.5% |