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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 | $145,431+1701.2% | $211,142+1140.6% | $87,485+2894.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | -12.02% | 27.21%-39.2pp | 46.84%-58.9pp | 26.06%-38.1pp |
| Employer contribution / active EE | $29,991 | $4,662+543.3% | $6,442+365.5% | $2,596+1055.2% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $134,442 | $17,052+688.4% | $19,076+604.8% | $7,775+1629.2% |