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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 | $2,424 | $135,956-98.2% | $123,894-98.0% | $273,972-99.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.04% | 56.63%-52.6pp | 47.52%-43.5pp | 41.46%-37.4pp |
| Employer contribution / active EE | $904 | $5,170-82.5% | $4,617-80.4% | $4,869-81.4% |
| Participant deferral / active EE | $1,302 | $6,343-79.5% | $5,984-78.2% | $5,287-75.4% |
| Admin fee / account holder | $37,425 | $9,817+281.2% | $8,357+347.8% | $10,133+269.3% |