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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 | $32,526 | $99,345-67.3% | $84,753-61.6% | $273,972-88.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 36.23% | 22.93%+13.3pp | 22.78%+13.4pp | 41.46%-5.2pp |
| Employer contribution / active EE | $5,394 | $4,214+28.0% | $3,574+50.9% | $4,869+10.8% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,427 | $6,645-63.5% | $5,333-54.5% | $10,133-76.0% |