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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 | $114,090 | $106,524+7.1% | $152,301-25.1% | $87,485+30.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 22.28% | 26.89%-4.6pp | 80.50%-58.2pp | 26.06%-3.8pp |
| Employer contribution / active EE | $10,554 | $3,371+213.1% | $4,624+128.2% | $2,596+306.5% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $4,486 | $8,287-45.9% | $14,398-68.8% | $7,775-42.3% |