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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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $463 | $126,113-99.6% | $116,096-99.6% | $155,188-99.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 2.54% | 391.72%-389.2pp | 326.25%-323.7pp | 148.84%-146.3pp |
| Employer contribution / active EE | $98 | $2,672-96.3% | $2,503-96.1% | $4,248-97.7% |
| Participant deferral / active EE | $110 | $4,162-97.4% | $3,952-97.2% | $6,531-98.3% |
| Admin fee / account holder | $39,926 | $8,045+396.3% | $7,704+418.3% | $14,480+175.7% |