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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 | $23,318 | $140,592-83.4% | $123,105-81.1% | $125,389-81.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.43% | 16.80%-16.4pp | 13.22%-12.8pp | 282.24%-281.8pp |
| Employer contribution / active EE | $3,311 | $6,041-45.2% | $5,151-35.7% | $4,866-32.0% |
| Participant deferral / active EE | $2,000 | $6,980-71.3% | $6,229-67.9% | $5,352-62.6% |
| Admin fee / account holder | $11,127 | $11,198-0.6% | $9,014+23.4% | $9,541+16.6% |