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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.)
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 | $15,299 | $78,694-80.6% | $67,653-77.4% | $125,388-87.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -0.59% | 9.46%-10.0pp | 6625.22%-6625.8pp | 282.24%-282.8pp |
| Employer contribution / active EE | $4,401 | $3,044+44.6% | $2,266+94.2% | $4,866-9.6% |
| Participant deferral / active EE | $344 | $4,292-92.0% | $3,560-90.3% | $5,352-93.6% |
| Admin fee / account holder | $1,249 | $7,403-83.1% | $4,821-74.1% | $9,541-86.9% |