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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 | $212,878 | $138,393+53.8% | $184,256+15.5% | $80,959+162.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 12.68% | 20.01%-7.3pp | 28.85%-16.2pp | 35.67%-23.0pp |
| Employer contribution / active EE | $10,397 | $4,847+114.5% | $6,427+61.8% | $2,757+277.1% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $24,770 | $10,489+136.1% | $13,899+78.2% | $6,925+257.7% |