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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 | $68,034 | $115,814-41.3% | $101,275-32.8% | $158,982-57.2% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 12.45% | 56.16%-43.7pp | 46.48%-34.0pp | 302.99%-290.5pp |
| Employer contribution / active EE | $10,697 | $4,176+156.2% | $3,660+192.3% | $4,763+124.6% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,131 | $7,249-1.6% | $5,948+19.9% | $11,252-36.6% |