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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 | $69,423 | $57,352+21.0% | $83,830-17.2% | $64,173+8.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 6.80% | 11.38%-4.6pp | 850.97%-844.2pp | 7.63%-0.8pp |
| Employer contribution / active EE | $10,777 | $2,546+323.4% | $3,631+196.8% | $2,381+352.6% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,167 | $4,046+52.4% | $5,479+12.6% | $4,887+26.2% |