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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 | $173,610 | $160,059+8.5% | $140,019+24.0% | $135,380+28.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 4.14% | 911.48%-907.3pp | 651.17%-647.0pp | 519.81%-515.7pp |
| Employer contribution / active EE | $4,958 | $6,420-22.8% | $5,605-11.5% | $4,779+3.8% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,720 | $13,328-87.1% | $10,705-83.9% | $10,828-84.1% |