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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 | $239,495 | $209,422+14.4% | $178,503+34.2% | $158,982+50.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.77% | 188.81%-177.0pp | 151.12%-139.3pp | 302.99%-291.2pp |
| Employer contribution / active EE | $1,228 | $5,707-78.5% | $5,011-75.5% | $4,763-74.2% |
| Participant deferral / active EE | $744 | $5,955-87.5% | $5,202-85.7% | $5,983-87.6% |
| Admin fee / account holder | $22,781 | $17,079+33.4% | $13,987+62.9% | $11,252+102.5% |