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Employer 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 | $151,932 | $201,370-24.6% | $184,256-17.5% | $145,897+4.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.16% | 29.05%-13.9pp | 28.85%-13.7pp | 552.29%-537.1pp |
| Employer contribution / active EE | $914 | $7,024-87.0% | $6,427-85.8% | $4,663-80.4% |
| Participant deferral / active EE | $3,876 | $9,808-60.5% | $9,133-57.6% | $6,689-42.1% |
| Admin fee / account holder | $8,038 | $16,364-50.9% | $13,899-42.2% | $13,390-40.0% |