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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 | $45,306 | $82,674-45.2% | $125,363-63.9% | $68,495-33.9% |
| Participation rate | 78.8% | 75.0%+3.7pp | 82.4%-3.6pp | 67.9%+10.9pp |
| Annual return | -13.43% | -5.97%-7.5pp | 572.15%-585.6pp | -7.84%-5.6pp |
| Employer contribution / active EE | $5,879 | $3,382+73.8% | $4,815+22.1% | $2,596+126.4% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,447-100.0% | $4,028-100.0% |
| Admin fee / account holder | $12,615 | $6,276+101.0% | $10,005+26.1% | $5,403+133.5% |