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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 | $46,476 | $65,712-29.3% | $57,196-18.7% | $273,972-83.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.12% | 22.01%-15.9pp | 14.59%-8.5pp | 41.46%-35.3pp |
| Employer contribution / active EE | $6,419 | $3,280+95.7% | $2,683+139.2% | $4,869+31.8% |
| Participant deferral / active EE | $186 | $3,782-95.1% | $3,096-94.0% | $5,287-96.5% |
| Admin fee / account holder | $2,022 | $4,838-58.2% | $3,141-35.6% | $10,133-80.0% |