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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 | $2,619,526 | $149,446+1652.8% | $256,809+920.0% | $94,015+2686.3% |
| Participation rate | 100.0% | 85.3%+14.7pp | 88.5%+11.5pp | 70.8%+29.2pp |
| Annual return | -12.02% | 17.55%-29.6pp | 32.73%-44.7pp | 17.84%-29.9pp |
| Employer contribution / active EE | $29,991 | $4,596+552.5% | $7,263+312.9% | $2,790+974.9% |
| Participant deferral / active EE | $0 | $6,491-100.0% | $9,520-100.0% | $4,249-100.0% |
| Admin fee / account holder | $134,442 | $24,035+459.4% | $25,146+434.6% | $8,951+1401.9% |