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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 | $93,008 | $167,533-44.5% | $151,645-38.7% | $134,545-30.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -2.84% | 7.81%-10.7pp | 3.34%-6.2pp | 418.37%-421.2pp |
| Employer contribution / active EE | $25,972 | $6,828+280.4% | $6,165+321.3% | $4,742+447.7% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,880 | $13,781-42.8% | $11,614-32.1% | $11,431-31.1% |