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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 | $222,083 | $157,296+41.2% | $141,191+57.3% | $152,897+45.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 32.91% | 64.34%-31.4pp | 71.41%-38.5pp | 345.43%-312.5pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,904 | $7,111-73.2% | $6,710-71.6% | $5,851-67.5% |
| Admin fee / account holder | $10,220 | $12,125-15.7% | $10,264-0.4% | $11,599-11.9% |