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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.)
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 | $228,492 | $201,344+13.5% | $184,243+24.0% | $145,877+56.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.43% | 29.01%-10.6pp | 28.82%-10.4pp | 551.28%-532.9pp |
| Employer contribution / active EE | $4,559 | $7,022-35.1% | $6,427-29.1% | $4,663-2.2% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $653 | $16,382-96.0% | $13,914-95.3% | $13,402-95.1% |