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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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,342 | $96,643-96.5% | $86,617-96.1% | $139,456-97.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.03% | 106.57%-90.5pp | 591.91%-575.9pp | 373.45%-357.4pp |
| Employer contribution / active EE | $637 | $3,264-80.5% | $3,023-78.9% | $4,753-86.6% |
| Participant deferral / active EE | $697 | $4,835-85.6% | $4,437-84.3% | $6,711-89.6% |
| Admin fee / account holder | $644 | $6,406-89.9% | $5,613-88.5% | $11,407-94.4% |