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Employer 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 | $46,103 | $100,060-53.9% | $149,721-69.2% | $70,126-34.3% |
| Participation rate | 95.8% | 83.6%+12.3pp | 87.1%+8.8pp | 69.5%+26.3pp |
| Annual return | 22.89% | 27.46%-4.6pp | 1501.67%-1478.8pp | 73.15%-50.3pp |
| Employer contribution / active EE | $417 | $3,661-88.6% | $5,444-92.3% | $2,343-82.2% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,059 | $8,285-87.2% | $11,282-90.6% | $4,645-77.2% |