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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 | $87,059+971.5% | $105,608+783.3% | $80,925+1052.7% |
| Participation rate | 84.4% | 70.4%+14.0pp | 75.3%+9.2pp | 67.7%+16.8pp |
| Annual return | -8.37% | 17.05%-25.4pp | 116.50%-124.9pp | 35.65%-44.0pp |
| Employer contribution / active EE | $11,111 | $2,396+363.6% | $3,167+250.8% | $2,756+303.1% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,010-100.0% | $4,299-100.0% |
| Admin fee / account holder | $41,449 | $8,443+390.9% | $11,028+275.8% | $6,940+497.2% |