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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 | $345,048 | $85,766+302.3% | $136,298+153.2% | $70,126+392.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | -0.14% | 31.46%-31.6pp | 5156.27%-5156.4pp | 73.15%-73.3pp |
| Employer contribution / active EE | $22,710 | $2,966+665.7% | $4,696+383.6% | $2,343+869.5% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $23,964 | $5,421+342.1% | $9,244+159.2% | $4,645+415.9% |