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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 | $123,862 | $198,457-37.6% | $170,435-27.3% | $147,586-16.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.51% | 257.30%-247.8pp | 205.94%-196.4pp | 578.59%-569.1pp |
| Employer contribution / active EE | $3,333 | $6,183-46.1% | $5,432-38.6% | $4,876-31.6% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $584 | $16,852-96.5% | $13,881-95.8% | $10,886-94.6% |