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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 | $53,315 | $92,219-42.2% | $76,767-30.5% | $135,380-60.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 25.42% | 5.46%+20.0pp | 2.43%+23.0pp | 519.81%-494.4pp |
| Employer contribution / active EE | $2,372 | $3,216-26.2% | $2,485-4.6% | $4,779-50.4% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $996 | $10,749-90.7% | $6,675-85.1% | $10,828-90.8% |