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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 | $83,976 | $86,298-2.7% | $111,308-24.6% | $85,847-2.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 37.90% | 19.99%+17.9pp | 54.67%-16.8pp | 318.61%-280.7pp |
| Employer contribution / active EE | $3,402 | $2,044+66.5% | $2,732+24.5% | $2,565+32.6% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,534 | $8,189-81.3% | $7,965-80.7% | $6,261-75.5% |