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Employer 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 | $107,441 | $154,159-30.3% | $130,026-17.4% | $139,456-23.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 29.76% | 32.50%-2.7pp | -137.26%+167.0pp | 373.45%-343.7pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,335 | $6,710-50.3% | $5,821-42.7% | $6,711-50.3% |
| Admin fee / account holder | $840 | $14,001-94.0% | $10,608-92.1% | $11,407-92.6% |