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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 | $74,565 | $64,719+15.2% | $112,249-33.6% | $68,486+8.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -4.18% | -11.40%+7.2pp | 27.48%-31.7pp | -7.85%+3.7pp |
| Employer contribution / active EE | $16,174 | $2,747+488.9% | $3,636+344.8% | $2,597+522.9% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,991 | $5,232-4.6% | $6,412-22.2% | $5,404-7.6% |