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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 | $242,019 | $110,379+119.3% | $102,412+136.3% | $145,884+65.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 34.72% | 24.84%+9.9pp | 24.94%+9.8pp | 551.85%-517.1pp |
| Employer contribution / active EE | $2,259 | $4,216-46.4% | $3,870-41.6% | $4,662-51.6% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,858 | $9,745-80.9% | $8,388-77.8% | $13,392-86.1% |