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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,087 | $48,053-81.1% | $84,628-89.3% | $72,975-87.5% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 11.45% | 37.39%-25.9pp | 258.80%-247.3pp | 81.01%-69.6pp |
| Employer contribution / active EE | $306 | $1,602-80.9% | $2,653-88.5% | $2,440-87.5% |
| Participant deferral / active EE | $747 | $2,681-72.2% | $3,900-80.9% | $3,608-79.3% |
| Admin fee / account holder | $855 | $3,395-74.8% | $4,914-82.6% | $5,124-83.3% |