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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 | $126,661+136.4% | $113,397+164.1% | $138,895+115.6% |
| Participation rate | 94.1% | 79.4%+14.7pp | 76.5%+17.6pp | 79.9%+14.2pp |
| Annual return | 2.25% | 25.05%-22.8pp | 23.20%-21.0pp | 145.39%-143.1pp |
| Employer contribution / active EE | $9,712 | $3,456+181.0% | $2,977+226.2% | $4,194+131.6% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $18,225 | $14,549+25.3% | $11,957+52.4% | $12,562+45.1% |