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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 | $1,353,958 | $210,698+542.6% | $178,014+660.6% | $145,959+827.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -1.80% | 386.27%-388.1pp | 294.80%-296.6pp | 561.95%-563.7pp |
| Employer contribution / active EE | $14,703 | $4,567+221.9% | $3,950+272.2% | $4,661+215.5% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,689-100.0% |
| Admin fee / account holder | $50,720 | $12,016+322.1% | $10,362+389.5% | $13,398+278.6% |