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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 | $176,527 | $153,769+14.8% | $133,975+31.8% | $273,972-35.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.45% | 36.51%-32.1pp | 29.29%-24.8pp | 41.46%-37.0pp |
| Employer contribution / active EE | $3,448 | $6,029-42.8% | $5,211-33.8% | $4,869-29.2% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,071 | $11,765-82.4% | $9,324-77.8% | $10,133-79.6% |