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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 | $2,056,812 | $148,623+1283.9% | $135,974+1412.7% | $139,466+1374.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 2.09% | 79.30%-77.2pp | 68.30%-66.2pp | 373.66%-371.6pp |
| Employer contribution / active EE | $58,958 | $5,246+1023.8% | $4,859+1113.4% | $4,754+1140.2% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $37,737 | $12,406+204.2% | $10,767+250.5% | $11,409+230.8% |