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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 | $373,031 | $135,956+174.4% | $123,894+201.1% | $273,972+36.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -0.22% | 56.63%-56.8pp | 47.52%-47.7pp | 41.46%-41.7pp |
| Employer contribution / active EE | $3,468 | $5,170-32.9% | $4,617-24.9% | $4,869-28.8% |
| Participant deferral / active EE | $525 | $6,343-91.7% | $5,984-91.2% | $5,287-90.1% |
| Admin fee / account holder | $27,366 | $9,817+178.7% | $8,357+227.4% | $10,133+170.1% |