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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 | $396,113 | $110,410+258.8% | $102,437+286.7% | $145,897+171.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.93% | 24.85%-19.9pp | 24.95%-20.0pp | 552.29%-547.4pp |
| Employer contribution / active EE | $17,022 | $4,217+303.6% | $3,871+339.8% | $4,663+265.1% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $25,358 | $9,745+160.2% | $8,388+202.3% | $13,390+89.4% |