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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 | $84,964 | $209,874-59.5% | $189,537-55.2% | $167,536-49.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 21.28% | 748.61%-727.3pp | 555.34%-534.1pp | 478.82%-457.5pp |
| Employer contribution / active EE | $24,070 | $6,913+248.2% | $6,161+290.7% | $4,839+397.4% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $4,855 | $14,299-66.0% | $12,048-59.7% | $12,315-60.6% |