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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 | $49,960 | $138,078-63.8% | $125,363-60.1% | $134,509-62.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.83% | 750.49%-760.3pp | 572.15%-582.0pp | 418.13%-428.0pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $37 | $7,800-99.5% | $7,447-99.5% | $6,400-99.4% |
| Admin fee / account holder | $12,155 | $11,566+5.1% | $10,005+21.5% | $11,427+6.4% |