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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 | $539,219 | $102,385+426.7% | $147,080+266.6% | $80,935+566.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 1.98% | 135.09%-133.1pp | 420.17%-418.2pp | 35.66%-33.7pp |
| Employer contribution / active EE | $27,920 | $3,717+651.2% | $4,933+466.0% | $2,757+912.8% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $35,578 | $7,951+347.4% | $12,989+173.9% | $6,924+413.8% |