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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 | $1,115,642 | $185,905+500.1% | $170,057+556.0% | $139,487+699.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 4.29% | 60.56%-56.3pp | 53.42%-49.1pp | 373.84%-369.6pp |
| Employer contribution / active EE | $1,455 | $7,597-80.8% | $6,790-78.6% | $4,755-69.4% |
| Participant deferral / active EE | $2,648 | $11,627-77.2% | $10,411-74.6% | $6,713-60.6% |
| Admin fee / account holder | $21,839 | $15,397+41.8% | $12,826+70.3% | $11,407+91.4% |