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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 | $104,657 | $167,352-37.5% | $143,788-27.2% | $134,509-22.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.88% | 0.47%-14.4pp | -0.03%-13.9pp | 418.13%-432.0pp |
| Employer contribution / active EE | $11,327 | $5,620+101.5% | $4,952+128.7% | $4,741+138.9% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,424 | $18,091-86.6% | $14,675-83.5% | $11,427-78.8% |