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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 | $106,749+6.9% | $145,433-21.6% | $82,448+38.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 22.28% | 27.59%-5.3pp | 66.58%-44.3pp | 41.64%-19.4pp |
| Employer contribution / active EE | $10,554 | $3,444+206.4% | $4,554+131.7% | $2,551+313.7% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,486 | $8,390-46.5% | $13,129-65.8% | $7,234-38.0% |