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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 | $539,894 | $106,749+405.8% | $145,433+271.2% | $82,448+554.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | -0.41% | 27.59%-28.0pp | 66.58%-67.0pp | 41.64%-42.0pp |
| Employer contribution / active EE | $29,663 | $3,444+761.2% | $4,554+551.3% | $2,551+1062.8% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $31,858 | $8,390+279.7% | $13,129+142.7% | $7,234+340.4% |