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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 | $52,251 | $97,732-46.5% | $83,831-37.7% | $135,380-61.4% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | 28.75% | 1287.56%-1258.8pp | 850.99%-822.2pp | 519.81%-491.1pp |
| Employer contribution / active EE | $3,180 | $4,222-24.7% | $3,631-12.4% | $4,779-33.5% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,120 | $6,675-68.2% | $5,479-61.3% | $10,828-80.4% |