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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 | $259,007 | $132,310+95.8% | $105,754+144.9% | $273,972-5.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | -9.45% | 10.08%-19.5pp | 12.25%-21.7pp | 41.46%-50.9pp |
| Employer contribution / active EE | $9,632 | $4,867+97.9% | $4,079+136.1% | $4,869+97.8% |
| Participant deferral / active EE | $0 | $6,233-100.0% | $5,326-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,944 | $12,036-58.9% | $8,309-40.5% | $10,133-51.2% |