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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 | $736,436 | $228,352+222.5% | $185,835+296.3% | $158,966+363.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 2.41% | 40.81%-38.4pp | 35.96%-33.6pp | 302.95%-300.5pp |
| Employer contribution / active EE | $25,728 | $4,967+418.0% | $4,087+529.5% | $4,762+440.2% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $31,562 | $11,867+166.0% | $9,502+232.2% | $11,250+180.6% |