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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 | $26,254 | $110,212-76.2% | $96,534-72.8% | $139,466-81.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 20.23% | 26.42%-6.2pp | 25.88%-5.6pp | 373.66%-353.4pp |
| Employer contribution / active EE | $6,213 | $3,620+71.6% | $2,965+109.5% | $4,754+30.7% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,586 | $11,599-86.3% | $8,253-80.8% | $11,409-86.1% |