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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 | $14,810 | $142,426-89.6% | $115,167-87.1% | $152,909-90.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 15.95% | 41.48%-25.5pp | 35.60%-19.7pp | 345.46%-329.5pp |
| Employer contribution / active EE | $807 | $4,011-79.9% | $3,179-74.6% | $4,764-83.1% |
| Participant deferral / active EE | $1,104 | $5,165-78.6% | $4,169-73.5% | $5,851-81.1% |
| Admin fee / account holder | $954 | $8,464-88.7% | $7,089-86.5% | $11,601-91.8% |