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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 | $932,823 | $87,037+971.8% | $106,201+778.4% | $80,874+1053.4% |
| Participation rate | 84.4% | 70.4%+14.0pp | 75.3%+9.2pp | 67.6%+16.8pp |
| Annual return | -8.37% | 17.05%-25.4pp | 116.26%-124.6pp | 35.62%-44.0pp |
| Employer contribution / active EE | $11,111 | $2,396+363.7% | $3,170+250.5% | $2,756+303.2% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,012-100.0% | $4,297-100.0% |
| Admin fee / account holder | $41,449 | $8,434+391.5% | $11,039+275.5% | $6,935+497.7% |