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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 | $53,511 | $50,947+5.0% | $74,551-28.2% | $64,173-16.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 16.44% | -1.85%+18.3pp | 32.53%-16.1pp | 7.63%+8.8pp |
| Employer contribution / active EE | $3,226 | $1,115+189.2% | $1,961+64.5% | $2,381+35.5% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,757 | $4,221+60.1% | $5,059+33.6% | $4,887+38.3% |